Filed February 19, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STATE STREET BANK & TRUST CO. Service code 21 · EIN 04-1867445 | Bank Trustee | $164,853 |
BUCK GLOBAL, LLC6+ years Filed as: BUCK CONSULTANTS LLP Service code 11 · EIN 13-3954297 | Actuarial | $158,164 |
MERCER2 years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-2836900 | Actuarial | $119,243 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO, LLC Service code 28 · EIN 04-2691242 | Investment Management | $40,864 |
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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 | $2,822,362-100.0% | $312,618-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.6%-0.6pp |
| Annual return | 7.45% | 15.98%-8.5pp | 10.03%-2.6pp | 11.45%-4.0pp |
| Employer contribution / active EE | $122,642 | $21,248+477.2% | $38,789+216.2% | $17,219+612.2% |
| Participant deferral / active EE | $0 | $283-100.0% | $74-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,182-100.0% | $15,480-100.0% |