Filed January 20, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 | Actuarial | $246,370 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $152,263 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK Service code 26 · EIN 13-5160382 | Advisory (Participants) | $70,158 |
COHNREZNICK LLP10+ years Service code 10 · EIN 33-4144829 | Accounting | $39,700 |
PENSION BENEFIT INFORMATION3 years Filed as: PENSION BENEFIT INFORMATION, LLC Service code 15 · EIN 82-2042737 | Recordkeeping | $26,839 |
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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 | $33,520-100.0% | $319,563-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 41.2%-41.2pp | 2.1%-2.1pp |
| Annual return | -0.90% | 7.65%-8.6pp | 7.24%-8.1pp | 7.65%-8.6pp |
| Employer contribution / active EE | $25,157 | $20,582+22.2% | $33,207-24.2% | $20,582+22.2% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $48-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $196-100.0% | $193-100.0% |