Filed April 4, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $211,089 |
WITHUMSMITH+BROWN, PC5+ years Filed as: MAYER BROWN LLP Service code 29 · EIN 36-1447220 | Legal | $83,931 |
ACADIAN ASSET MANAGEMENT LLC3 years Filed as: ACADIAN GLOBAL MANAGED VOLATILITY Service code 28 · EIN 04-2929221 | Investment Management | $38,286 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT SOLUTIONS Service code 14 · EIN 82-1061233 | Plan Administrator | $37,428 |
THE BANK OF NEW YORK MELLON3 years Service code 21 · EIN 13-5160382 | Bank Trustee | $22,525 |
DAVIS WRIGHT TREMAINE5+ years Filed as: DAVIS & GILBERT LLP Service code 29 · EIN 13-1504385 | Legal | $10,626 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 19.3%-19.3pp | 0.6%-0.6pp |
| Annual return | 7.96% | 9.58%-1.6pp | 9.52%-1.6pp | 11.45%-3.5pp |
| Employer contribution / active EE | $0 | $21,155-100.0% | $41,951-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |