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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $356,690 |
GOLDMAN SACHS4+ years Filed as: HALL CAPITAL Service code 28 · EIN 94-3098822 | Investment Management | $245,751 |
PRICEWATERHOUSECOOPERS LLP4+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $72,411 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK N.A. Service code 25 · EIN 36-2085229 | Directed Trustee | $54,732 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $5,250 |
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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 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | -4.36% | -2.53%-1.8pp | -61.72%+57.4pp | -0.69%-3.7pp |
| Employer contribution / active EE | $58,447 | $37,001+58.0% | $47,703+22.5% | $16,786+248.2% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |