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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Management | $255,233 |
AETNA LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $80,697 |
Filed as: CAPTRUST ACTUARIAL SERVICES, LLC Service code 11 · EIN 47-4009638 | Actuarial | $51,480 |
EISNERAMPER LLP6 years Service code 17 · EIN 13-1639826 | Pension Consulting | $39,936 |
CAMMACK LARHETTE ADVISORS4 years Filed as: CAMMACK RETIREMENT GROUP Service code 11 · EIN 13-3052851 | Actuarial | $25,555 |
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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 | $82,186-100.0% | $369,410-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 3.6%-3.6pp |
| Annual return | 6.77% | 10.82%-4.1pp | 8.29%-1.5pp | 11.84%-5.1pp |
| Employer contribution / active EE | $48,780 | $12,700+284.1% | $40,774+19.6% | $17,339+181.3% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $4,495-100.0% | $409-100.0% |