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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $224,687 |
MILLIMAN, INC.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $141,359 |
Filed as: LEGAL AND GENERAL INVESTMENT MANAGE Service code 28 · EIN 35-7085469 | Investment Management | $77,428 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET Service code 25 · EIN 04-1867445 | Directed Trustee | $52,390 |
KILTEARN PARTNERS LLP2 years Filed as: THE KILTEARN GLOBAL EQUITY FUND Service code 27 · EIN 27-4585908 | Advisory (Plan) | $44,296 |
ELLWOOD ASSOCIATES3 years Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 27 · EIN 36-3121777 | Advisory (Plan) | $27,978 |
EISNERAMPER LLP2 years Service code 10 · EIN 13-1639826 | Accounting | $22,422 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 28 · EIN 13-5570651 | Investment Management | $18,647 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $68,985-100.0% | $1,035,159-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 26.0%-26.0pp | 49.6%-49.6pp | 14.6%-14.6pp |
| Annual return | -67.77% | -4.17%-63.6pp | -61.72%-6.0pp | 10.56%-78.3pp |
| Employer contribution / active EE | $0 | $16,396-100.0% | $47,703-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $135-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $4,705-100.0% | $5,792-100.0% | $3,354-100.0% |