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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC3 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $204,148 |
MERCER1 year Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 | Actuarial | $125,423 |
WILLIAM BLAIR3 years Service code 28 · EIN 47-2614791 | Investment Management | $107,047 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY,NA Service code 28 · EIN 04-2767481 | Investment Management | $61,146 |
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 · EIN 04-2929221 | Investment Management | $46,379 |
US BANK8+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $31,643 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL AMERICA, INC Service code 28 · EIN 52-1236150 | Investment Management | $29,440 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 84-6391546 | Investment Management | $15,659 |
MANULIFE ASSET MANAGEMENT3 years Filed as: MANULIFE ASSET MANAGEMENT TRUST CO Service code 28 · EIN 45-2395022 | Investment Management | $14,197 |
Filed as: MENGEL METZGER BARR & CO LLP Service code 10 · EIN 16-1092347 | Accounting | $10,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -18.82% | -10.35%-8.5pp | -38.86%+20.0pp | 2.78%-21.6pp |
| Employer contribution / active EE | $13,954 | $8,768+59.2% | $37,756-63.0% | $15,276-8.7% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |