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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: WILLIAM MERCER Service code 11 · EIN 13-2834414 | Actuarial | $97,460 |
THE BANK OF NEW YORK MELLON3+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $95,757 |
RVK, INC.3+ years Filed as: RV KUHNS ASSOCIATES INC Service code 27 · EIN 93-0910652 | Advisory (Plan) | $74,150 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB ALLEGIANCE REAL ESTATE Service code 28 · EIN 80-0618452 | Investment Management | $56,859 |
HEITMAN REAL ESTATE SECURITIES3+ years Filed as: HEITMAN AMERICA REAL ESTATE Service code 28 · EIN 20-8359376 | Investment Management | $53,644 |
FORVIS, LLP2 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $27,395 |
BLACKROCK3+ years Filed as: BGI RUSSELL 3000 INDEX FUND Service code 28 · EIN 94-3112180 | Investment Management | $25,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $44,091-100.0% | $256,121-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 4.5%-4.5pp |
| Annual return | 10.06% | 11.20%-1.1pp | 9.60%+0.5pp | 13.95%-3.9pp |
| Employer contribution / active EE | $17,030 | $27,489-38.1% | $45,595-62.7% | $16,598+2.6% |
| Participant deferral / active EE | $0 | $372-100.0% | $255-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,523-100.0% | $612-100.0% |