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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $147,420 |
CURTIS MALLETT PREVOOST & COLT1+ years Service code 29 · EIN 13-5018900 | Legal | $20,806 |
EATON VANCE1+ years Service code 27 400 COMPUTER DR · WESTBOROUGH, MA 01581 | Advisory (Plan) | $13,401 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORTON Service code 21 · EIN 36-6055558 | Bank Trustee | $12,500 |
PIMCO FUNDS1+ years Filed as: ALLIANZ PIMCO Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $5,780 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | -5.41% | 16.85%-22.3pp | 5.44%-10.8pp | 11.88%-17.3pp |
| Employer contribution / active EE | $18,893 | $10,313+83.2% | $25,481-25.9% | $14,612+29.3% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |