Filed January 20, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $247,900 |
MERCER8+ years Filed as: MERCER GLOBAL INVESTMENTS Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $171,922 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK Service code 26 · EIN 13-5160382 | Advisory (Participants) | $69,054 |
COHNREZNICK LLP8+ years Service code 10 · EIN 22-1478099 | Accounting | $36,660 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 15 · EIN 82-2042737 | Recordkeeping | $24,179 |
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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 | $46,984-100.0% | $218,366-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 40.0%-40.0pp | 5.6%-5.6pp |
| Annual return | -20.18% | 39.82%-60.0pp | -9.12%-11.1pp | 39.82%-60.0pp |
| Employer contribution / active EE | $17,778 | $19,980-11.0% | $36,696-51.6% | $19,980-11.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $72-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $3,602-100.0% | $62-100.0% |