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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT1 year Service code 27 · EIN 26-3730703 ONE SUN LIFE EXECUTIVE PARK · WELLESLEY HILLS, MA 02481 | Advisory (Plan) | $60,385 |
MERCER9+ years Service code 11 · EIN 13-2834414 70 LINDEN OAKS, SUITE 310 · ROCHESTER, NY 14625 | Actuarial | $39,000 |
FREED MAXICK CPAS PC9+ years Filed as: FREED MAXICK Service code 10 · EIN 45-4051133 424 MAIN ST, SUITE 800 · BUFFALO, NY 14202 | Accounting | $12,500 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 50 SOUTH LASALLE ST · CHICAGO, IL 60603 | Bank Trustee | $10,357 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $250,986-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.4%-2.4pp |
| Annual return | 2.05% | 9.92%-7.9pp | 32.33%-30.3pp | 22.81%-20.8pp |
| Employer contribution / active EE | $6,265 | $16,139-61.2% | $33,956-81.5% | $18,290-65.7% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |