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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $187,774 |
AON CONSULTING3+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2945469 | Actuarial | $96,317 |
AETNA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $89,706 |
EISNERAMPER LLP2 years Service code 17 · EIN 13-1639826 | Pension Consulting | $32,700 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST Service code 21 · EIN 04-1867446 | Bank Trustee | $12,937 |
SEYFARTH SHAW LLP3+ years Service code 29 · EIN 36-2152202 | Legal | $6,732 |
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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 | $44,091-100.0% | $350,496-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 4.5%-4.5pp |
| Annual return | 17.71% | 11.68%+6.0pp | 12.88%+4.8pp | 13.95%+3.8pp |
| Employer contribution / active EE | $26,263 | $10,817+142.8% | $40,010-34.4% | $16,598+58.2% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $7,226-100.0% | $612-100.0% |