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| Provider | Service type | Compensation |
|---|---|---|
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Management | $630,169 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST ACTUARIAL SERVICES, LLC Service code 11 · EIN 47-4009638 | Actuarial | $88,551 |
AETNA LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $70,699 |
EISNERAMPER LLP8 years Service code 10 · EIN 87-1363769 | Accounting | $47,354 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOABL ADVISORS Service code 21 | Bank Trustee | $23,143 |
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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 | $9,556,684-100.0% | $398,892-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 2.4%-2.4pp |
| Annual return | 9.51% | 10.29%-0.8pp | 8.54%+1.0pp | 22.81%-13.3pp |
| Employer contribution / active EE | $56,881 | $15,716+261.9% | $37,153+53.1% | $18,290+211.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $77,551-100.0% | $85,222-100.0% |