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| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $203,717 |
NEPC, LLC2 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $184,280 |
WILLIAM BLAIR2 years Service code 28 · EIN 47-2614791 | Investment Management | $119,056 |
US BANK7+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $67,162 |
Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 · EIN 04-2929221 | Investment Management | $66,112 |
Filed as: LEGAL AND GENERAL AMERICA, INC Service code 28 · EIN 52-1236150 | Investment Management | $51,644 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2767481 | Investment Management | $46,434 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 84-6391546 | Investment Management | $43,028 |
MANULIFE ASSET MANAGEMENT2 years Filed as: MANULIFE ASSET MANAGEMENT TRUST CO Service code 28 · EIN 45-2395022 | Investment Management | $30,026 |
INCOME RESEARCH & MANAGEMENT2 years Service code 28 · EIN 04-2955404 | Investment Management | $17,462 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 12.97% | 9.72%+3.3pp | 10.75%+2.2pp | 13.24%-0.3pp |
| Employer contribution / active EE | $13,069 | $10,988+18.9% | $35,170-62.8% | $14,616-10.6% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |