Filed January 20, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $392,910 |
MERCER4+ years Filed as: MERCER GLOBAL INVESTMENTS Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $138,920 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK Service code 26 · EIN 13-5160382 | Advisory (Participants) | $76,295 |
COHNREZNICK LLP4+ years Service code 10 · EIN 22-1478099 | Accounting | $28,185 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $18,026,966-100.0% | $298,592-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 44.5%-44.5pp | 1.8%-1.8pp |
| Annual return | -6.29% | 0.19%-6.5pp | -0.25%-6.0pp | 0.19%-6.5pp |
| Employer contribution / active EE | $14,305 | $13,763+3.9% | $39,776-64.0% | $13,763+3.9% |
| Participant deferral / active EE | $0 | $804-100.0% | $0-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $18,607-100.0% | $426-100.0% |