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| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Service code 11 · EIN 13-2834414 | Actuarial | $732,704 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $298,098 |
SLC MANAGEMENT1 year Filed as: SUN TRUST BANK Service code 28 · EIN 58-1575035 | Investment Management | $87,113 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO BANK Service code 21 · EIN 95-4428141 | Bank Trustee | $48,486 |
Service code 28 · EIN 48-1140940 | Investment Management | $30,809 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $29,613 |
TORRILLO & ASSOCIATES, LLC4 years Service code 10 · EIN 83-0414789 | Accounting | $16,940 |
DRINKER BIDDLE & REATH LLP4 years Filed as: DRINKER BIDDLE REATH Service code 29 · EIN 23-1423089 | Legal | $11,411 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 0.45% | 9.47%-9.0pp | 7.32%-6.9pp | 15.63%-15.2pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |