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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC1 year Service code 27 · EIN 26-1429809 | Advisory (Plan) | $203,437 |
MERCER3 years Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $95,201 |
WILLIAM BLAIR1 year Service code 28 · EIN 47-2614791 | Investment Management | $52,582 |
Service code 28 · EIN 04-2929221 | Investment Management | $37,974 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 84-6391546 | Investment Management | $25,508 |
Filed as: MENGEL METZGER BARR & CO LLP Service code 10 · EIN 16-1092347 | Accounting | $24,000 |
Filed as: MANULIFE ASSET MANAGEMENT TRUST CO Service code 28 · EIN 45-2395022 | Investment Management | $15,018 |
US BANK6+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $13,213 |
Service code 28 · EIN 04-2955404 | Investment Management | $11,925 |
Filed as: LEGAL & GENERAL AMERICA, INC Service code 28 · EIN 52-1236150 | Investment Management | $9,285 |
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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 | $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 | 14.67% | 10.64%+4.0pp | 90.61%-75.9pp | 11.45%+3.2pp |
| Employer contribution / active EE | $22,451 | $11,339+98.0% | $32,730-31.4% | $17,219+30.4% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |