Filed January 5, 2021
| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER HR OUTSOURCING Service code 28 INVESTORS WAY · NORWOOD, MA 02062 | Investment Management | $480,184 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP, INC. Service code 13 · EIN 23-1945930 | Contract Administrator | $424,375 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK Service code 17 · EIN 04-1867445 | Pension Consulting | $310,234 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL CO. Service code 17 · EIN 13-1835854 | Pension Consulting | $212,000 |
AON CONSULTING2+ years Filed as: AON HEWITT ASSOCIATES Service code 11 · EIN 36-5565207 | Actuarial | $191,134 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $150,941 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $64,000 |
HAGER STRATEGIC2+ years Filed as: HAGER STRATEGIC, INC. Service code 17 1320 19TH ST NW · WASHINGTON, DC 20036 | Pension Consulting | $61,989 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE CONSULTING LLP Service code 50 · EIN 04-2955404 | Direct Payment | $39,725 |
JOHNSON BANK1 year Filed as: JOHNSON, O'CONNOR, FERRIN & CARUCCI Service code 10 · EIN 20-3985546 | Accounting | $22,465 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | -90.97% | 0.80%-91.8pp | 5.44%-96.4pp | 4.16%-95.1pp |
| Employer contribution / active EE | $0 | $37,563-100.0% | $25,481-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |