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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $129,081 |
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2945469 | Actuarial | $104,882 |
AETNA LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $92,130 |
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $78,800 |
EISNERAMPER LLP1 year Service code 17 · EIN 13-1639826 | Pension Consulting | $32,760 |
SEYFARTH SHAW LLP2+ years Service code 29 · EIN 36-2152202 | Legal | $31,264 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $8,074 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $49,677-100.0% | $322,681-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 3.6%-3.6pp |
| Annual return | 6.43% | 5.03%+1.4pp | 4.07%+2.4pp | 11.88%-5.4pp |
| Employer contribution / active EE | $24,038 | $9,989+140.6% | $36,235-33.7% | $14,612+64.5% |
| Participant deferral / active EE | $0 | $45-100.0% | $215-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $7,128-100.0% | $637-100.0% |