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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 | Actuarial | $261,597 |
NEPC, LLC5 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $232,859 |
US BANK10+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $31,706 |
ACADIAN ASSET MANAGEMENT LLC4 years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 · EIN 04-2929221 | Investment Management | $26,684 |
INCOME RESEARCH & MANAGEMENT5 years Service code 28 · EIN 04-2955404 | Investment Management | $18,532 |
Filed as: MENGEL METZGER BARR & CO LLP Service code 10 · EIN 16-1092347 | Accounting | $15,350 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 90-0337987 | Investment Management | $11,190 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST COMPANY,NA Service code 28 · EIN 04-2767481 | Investment Management | $9,289 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 4.92% | 8.46%-3.5pp | 9.82%-4.9pp | 8.76%-3.8pp |
| Employer contribution / active EE | $21,728 | $11,054+96.6% | $30,322-28.3% | $16,664+30.4% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |