Filed January 20, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $301,675 |
MERCER6+ years Filed as: MERCER GLOBAL INVESTMENTS Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $219,641 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK Service code 26 · EIN 13-5160382 | Advisory (Participants) | $73,047 |
COHNREZNICK LLP6+ years Service code 10 · EIN 22-1478099 | Accounting | $30,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $2,822,362-100.0% | $146,045-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 12.5%-12.5pp | 0.6%-0.6pp |
| Annual return | 9.90% | 11.45%-1.6pp | 9.81%+0.1pp | 11.45%-1.6pp |
| Employer contribution / active EE | $22,077 | $17,219+28.2% | $39,797-44.5% | $17,219+28.2% |
| Participant deferral / active EE | $0 | $357-100.0% | $130-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $0 | $15,480-100.0% |