Filed February 19, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER5 years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-2836900 | Actuarial | $113,301 |
MOSS ADAMS LLP9+ years Service code 10 · EIN 91-0189318 | Accounting | $52,500 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK & TRUST CO. Service code 21 · EIN 04-1867445 | Bank Trustee | $28,800 |
ALBOURNE AMERICA LLC1 year Service code 27 · EIN 91-2164625 | Advisory (Plan) | $5,912 |
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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 | $3,299,877-100.0% | $331,632-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 2.3%-2.3pp |
| Annual return | 11.69% | 18.69%-7.0pp | 10.60%+1.1pp | 37.77%-26.1pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $43,831-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $166-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $25,063-100.0% | $9,287-100.0% |