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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC2 years Filed as: NEPC Service code 28 · EIN 26-1429809 | Investment Management | $120,096 |
BUCK GLOBAL, LLC9+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 83-1116912 | Actuarial | $63,417 |
Filed as: PRINCIPAL Service code 21 · EIN 42-1466678 | Bank Trustee | $63,087 |
GRANT THORNTON LLP9+ years Service code 10 · EIN 36-6055558 | Accounting | $24,978 |
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN Service code 28 · EIN 20-0075649 | Investment Management | $22,323 |
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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 | $282,865-100.0% | $398,892-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 12.4%-12.4pp |
| Annual return | 9.07% | 9.27%-0.2pp | 8.54%+0.5pp | 9.89%-0.8pp |
| Employer contribution / active EE | $26,352 | $11,372+131.7% | $37,153-29.1% | $14,313+84.1% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $77,551-100.0% | $9,084-100.0% |