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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $267,333 |
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $260,473 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL AND GENERAL INVESTMENT MANAGE Service code 28 · EIN 35-7085469 | Investment Management | $57,074 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET Service code 25 · EIN 04-1867445 | Directed Trustee | $49,027 |
EISNERAMPER LLP3 years Service code 10 · EIN 13-1639826 | Accounting | $47,220 |
KILTEARN PARTNERS LLP3 years Filed as: THE KILTEARN GLOBAL EQUITY FUND Service code 27 · EIN 27-4585908 | Advisory (Plan) | $36,097 |
ELLWOOD ASSOCIATES4 years Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 27 · EIN 36-3121777 | Advisory (Plan) | $27,924 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 28 · EIN 13-5570651 | Investment Management | $22,285 |
Filed as: NORTHEAST RETIREMENT SERVICES, LLC Service code 25 · EIN 81-5140646 | Directed Trustee | $6,012 |
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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 | $40,848-100.0% | $346,182-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 20.3%-20.3pp | 52.1%-52.1pp | 13.0%-13.0pp |
| Annual return | 16.51% | 22.30%-5.8pp | 13.48%+3.0pp | 13.59%+2.9pp |
| Employer contribution / active EE | $89,318 | $18,386+385.8% | $47,067+89.8% | $14,592+512.1% |
| Participant deferral / active EE | $0 | $11-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $14,572-100.0% | $29,657-100.0% |