Filed January 25, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $29,167 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 | Investment Management | $11,998 |
ACADIAN ASSET MANAGEMENT LLC1+ years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 · EIN 04-2929221 | Investment Management | $4,752 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $381,942,733-100.0% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 0.00% | 28.71%-28.7pp | 7.98%-8.0pp | 9.19%-9.2pp |
| Employer contribution / active EE | $0 | $15,250-100.0% | $23,724-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |