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| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Management | $982,013 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST ACTUARIAL SERVICES, LLC Service code 11 · EIN 47-4009638 | Actuarial | $85,972 |
AETNA LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $73,996 |
Filed as: STATE STREET GLOABL ADVISORS Service code 21 | Bank Trustee | $15,876 |
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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 | $46,984-100.0% | $565,817-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 5.6%-5.6pp |
| Annual return | -21.24% | -15.92%-5.3pp | -8.80%-12.4pp | 39.82%-61.1pp |
| Employer contribution / active EE | $53,913 | $30,693+75.7% | $43,463+24.0% | $19,980+169.8% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $866-100.0% | $62-100.0% |