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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $301,346 |
GOLDMAN SACHS3+ years Filed as: HALL CAPITAL Service code 28 · EIN 94-3098822 | Investment Management | $206,258 |
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $54,080 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 16-1664890 | Directed Trustee | $28,000 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK N.A. Service code 25 · EIN 36-2085229 | Directed Trustee | $17,558 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $5,300 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 12.69% | 10.58%+2.1pp | 14.41%-1.7pp | 13.95%-1.3pp |
| Employer contribution / active EE | $112,030 | $37,352+199.9% | $45,283+147.4% | $16,598+575.0% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |