Filed April 4, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $130,170 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS Service code 14 · EIN 82-1061233 | Plan Administrator | $114,455 |
THE BANK OF NEW YORK MELLON2 years Service code 21 · EIN 13-5160382 | Bank Trustee | $48,568 |
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN GLOBAL MANAGED VOLATILITY Service code 28 · EIN 04-2929221 | Investment Management | $36,064 |
WITHUMSMITH+BROWN, PC4+ years Filed as: MAYER BROWN LLP Service code 29 · EIN 36-1447220 | Legal | $33,248 |
DAVIS WRIGHT TREMAINE4+ years Filed as: DAVIS & GILBERT LLP Service code 29 · EIN 13-1504385 | Legal | $31,746 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 18.20% | 33.70%-15.5pp | 14.64%+3.6pp | 53.27%-35.1pp |
| Employer contribution / active EE | $0 | $14,473-100.0% | $41,831-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |