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| Provider | Service type | Compensation |
|---|---|---|
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Management | $588,819 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST ACTUARIAL SERVICES, LLC Service code 11 · EIN 47-4009638 | Actuarial | $84,380 |
AETNA LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $70,248 |
EISNERAMPER LLP9 years Service code 10 · EIN 87-1363769 | Accounting | $49,666 |
Service code 21 | Bank Trustee | $19,257 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,520-100.0% | $458,700-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 2.1%-2.1pp |
| Annual return | -0.33% | 6.45%-6.8pp | 8.61%-8.9pp | 7.65%-8.0pp |
| Employer contribution / active EE | $59,615 | $20,590+189.5% | $33,046+80.4% | $20,582+189.6% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $33,172-100.0% | $193-100.0% |