Filed January 16, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Mgmt Fees | $162,946 |
MERCER2 years Filed as: MERCER (U.S.) INC Service code 11 · EIN 13-2834414 | Actuarial | $107,425 |
WILMINGTON TRUST2 years Filed as: M&T BANK TRUST & PENSION SERVICES Service code 21 · EIN 16-0538020 | Bank Trustee | $26,908 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $12,475 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 0.0%0pp | 2.9%-2.9pp |
| Annual return | 7.61% | 8.39%-0.8pp | 16.48%-8.9pp | 8.39%-0.8pp |
| Employer contribution / active EE | $0 | $18,340-100.0% | $13,511-100.0% | $18,340-100.0% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $64-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |