Filed October 7, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Filed as: MERCER HR SERVICES Service code 15 MERCER US INC. · NORWOOD, MA 02062 | Recordkeeping | $556,436 |
MERCER4+ years Filed as: MERCER INV. MGMT Service code 50 · EIN 30-0282430 | Direct Payment | $532,736 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $276,412 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN LEWIS AND BOCHIUS Service code 29 · EIN 23-0891050 | Legal | $112,221 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 19 · EIN 04-0025081 | Securities Custodian | $96,783 |
Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $94,896 |
THE SEGAL COMPANY4+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $73,500 |
INCOME RESEARCH & MANAGEMENT4+ years Service code 28 · EIN 04-2955404 | Investment Management | $69,841 |
AON CONSULTING4+ years Service code 11 · EIN 22-2232264 | Actuarial | $64,742 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET RETIREE SERVICES Service code 15 · EIN 04-1867445 | Recordkeeping | $54,557 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 21.65% | 221.56%-199.9pp | 29.77%-8.1pp | 53.27%-31.6pp |
| Employer contribution / active EE | $0 | $12,096-100.0% | $33,607-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |