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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC3 years Service code 11 · EIN 13-3954297 | Actuarial | $138,308 |
NORTHERN TRUST COMPANY5 years Service code 19 · EIN 36-1561860 | Securities Custodian | $82,796 |
MERCER1 year Filed as: MERCER, INC. Service code 27 · EIN 13-2834414 | Advisory (Plan) | $37,980 |
WALTER SCOTT & PARTNERS LIMITED6+ years Filed as: WALTER SCOTT & PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $32,293 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $27,093 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $11,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 14.49% | 10.64%+3.9pp | 90.61%-76.1pp | 11.45%+3.0pp |
| Employer contribution / active EE | $7,609 | $11,339-32.9% | $32,730-76.8% | $17,219-55.8% |
| Participant deferral / active EE | $310 | $81+280.4% | $40+681.9% | $357-13.2% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |