Filed January 5, 2021
| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER HR OUTSOURCING Service code 13 · EIN 13-2834414 | Contract Administrator | $1,095,490 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RETIREE SERVICES Service code 25 · EIN 04-3581074 | Directed Trustee | $131,143 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $119,483 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $73,322 |
Filed as: CAPFINANCIAL PARTNERS LLC, Service code 17 · EIN 26-0058143 | Pension Consulting | $50,000 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL CO. Service code 17 · EIN 13-1835854 | Pension Consulting | $47,250 |
Service code 10 · EIN 20-3985546 | Accounting | $28,000 |
CEM BENCHMARKING2 years Service code 17 | Pension Consulting | $25,000 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $19,292 |
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 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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -4.89% | 201.32%-206.2pp | 12.68%-17.6pp | 33.37%-38.3pp |
| Employer contribution / active EE | $0 | $10,877-100.0% | $22,860-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |