Filed March 9, 2020
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 11 · EIN 20-0193209 | Actuarial | $1,574,000 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2335791 | Recordkeeping | $259,000 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 06-1366530 | Directed Trustee | $181,000 |
NORTHERN TRUST COMPANY1+ years Service code 50 · EIN 36-3046063 | Direct Payment | $155,000 |
COHNREZNICK LLP1+ years Service code 10 · EIN 22-1478099 | Accounting | $62,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 15.25% | 13.03%+2.2pp | 10.36%+4.9pp | 23.90%-8.6pp |
| Employer contribution / active EE | $111,605 | $15,779+607.3% | $37,738+195.7% | $16,539+574.8% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |