Filed February 19, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER6 years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-2836900 | Actuarial | $117,173 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $54,500 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK & TRUST CO. Service code 21 · EIN 04-1867445 | Bank Trustee | $20,991 |
Service code 10 · EIN 13-4008324 | Accounting | $10,818 |
ALBOURNE AMERICA LLC2 years Service code 27 · EIN 91-2164625 | Advisory (Plan) | $6,401 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $468,422-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 30.5%-30.5pp | 2.1%-2.1pp |
| Annual return | 6.60% | 7.65%-1.0pp | 6.89%-0.3pp | 7.65%-1.0pp |
| Employer contribution / active EE | $0 | $20,582-100.0% | $43,868-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $44-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,988-100.0% | $193-100.0% |