Filed January 5, 2021
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENT MGMT. Service code 50 · EIN 30-0282430 | Direct Payment | $251,044 |
Filed as: PARAMETRIC PORTFOLIO ASSO., LLC Service code 50 · EIN 20-0292745 | Direct Payment | $102,906 |
STATE STREET GLOBAL ADVISORS1+ years Service code 50 · EIN 04-1867445 | Direct Payment | $89,478 |
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 | $122,655-100.0% | $522,682-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 12.6%-12.6pp | 48.7%-48.7pp |
| Annual return | 0.00% | -5.77%+5.8pp | -3.43%+3.4pp | -2.16%+2.2pp |
| Employer contribution / active EE | $0 | $38,102-100.0% | $25,607-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $6,725-100.0% | $13,511-100.0% | $12,572-100.0% |