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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC4 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $220,178 |
MERCER2 years Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 | Actuarial | $106,781 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST COMPANY,NA Service code 28 · EIN 04-2767481 | Investment Management | $32,414 |
US BANK9+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $29,503 |
ACADIAN ASSET MANAGEMENT LLC3 years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 · EIN 04-2929221 | Investment Management | $20,700 |
Filed as: MENGEL METZGER BARR & CO LLP Service code 10 · EIN 16-1092347 | Accounting | $17,950 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL & GENERAL AMERICA, INC Service code 28 · EIN 52-1236150 | Investment Management | $15,929 |
INCOME RESEARCH & MANAGEMENT4 years Service code 28 · EIN 04-2955404 | Investment Management | $13,640 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 90-0337987 | Investment Management | $9,147 |
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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 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 12.04% | 18.04%-6.0pp | 32.33%-20.3pp | 37.77%-25.7pp |
| Employer contribution / active EE | $19,613 | $10,357+89.4% | $33,964-42.3% | $15,798+24.1% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |