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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $152,195 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORTON Service code 21 · EIN 36-6055558 | Bank Trustee | $14,000 |
EATON VANCE3+ years Service code 27 400 COMPUTER DR · WESTBOROUGH, MA 01581 | Advisory (Plan) | $9,980 |
CURTIS MALLETT PREVOOST & COLT3+ years Service code 29 · EIN 13-5018900 | Legal | $8,986 |
PIMCO FUNDS3+ years Filed as: ALLIANZ PIMCO Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $8,943 |
PGIM INVESTMENTS1 year Filed as: JENNISON ASSOCIATES- MCG Service code 27 · EIN 52-2069785 | Advisory (Plan) | $5,249 |
Filed as: ROBECO WPG MID CAP VALUE Service code 27 · EIN 20-3058311 | Advisory (Plan) | $5,213 |
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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 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | 10.96% | -2.68%+13.6pp | 12.68%-1.7pp | -0.69%+11.6pp |
| Employer contribution / active EE | $12,632 | $18,045-30.0% | $22,860-44.7% | $16,786-24.8% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |