Filed January 20, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $447,650 |
MERCER1+ years Filed as: MERCER GLOBAL INVESTMENTS Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $195,913 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK Service code 26 · EIN 13-5160382 | Advisory (Participants) | $76,528 |
COHNREZNICK LLP1+ years Service code 10 · EIN 22-1478099 | Accounting | $25,750 |
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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.
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 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 | $82,591-100.0% | $154,906-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 21.1%-21.1pp | 0.8%-0.8pp |
| Annual return | -3.08% | -0.60%-2.5pp | -0.22%-2.9pp | -0.60%-2.5pp |
| Employer contribution / active EE | $0 | $12,272-100.0% | $35,165-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $416-100.0% | $80-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $4,675-100.0% | $717-100.0% |