Filed February 19, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2836900 | Actuarial | $761,662 |
Filed as: CONDUENT Service code 15 · EIN 16-0468020 | Recordkeeping | $417,461 |
FIDUCIARY COUNSELORS INC.2 years Service code 31 · EIN 27-3709903 | Named fiduciary; Direct payment from ... | $137,582 |
BUCK GLOBAL, LLC3+ years Filed as: BUCK CONSULTANTS LLP Service code 11 · EIN 13-3954297 | Actuarial | $106,576 |
ERNST & YOUNG LLP3+ years Service code 10 · EIN 34-6565596 | Accounting | $63,400 |
COVINGTON & BURLING LLP2 years Service code 29 · EIN 53-0188411 | Legal | $21,922 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $7,750 |
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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 | $1,723,788-100.0% | $256,121-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 1.9%-1.9pp |
| Annual return | 12.75% | 11.30%+1.4pp | 9.60%+3.1pp | 23.90%-11.1pp |
| Employer contribution / active EE | $0 | $21,004-100.0% | $45,595-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $79-100.0% | $255-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,523-100.0% | $18,975-100.0% |