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| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Service code 11 · EIN 13-2834414 | Actuarial | $294,718 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET Service code 25 · EIN 04-1867445 | Directed Trustee | $61,164 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL AND GENERAL INVESTMENT MANAGE Service code 28 · EIN 35-7085469 | Investment Management | $54,744 |
EISNERAMPER LLP4 years Service code 10 · EIN 13-1639826 | Accounting | $46,800 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK Service code 25 · EIN 22-1147033 | Directed Trustee | $39,247 |
KILTEARN PARTNERS LLP4 years Filed as: THE KILTEARN GLOBAL EQUITY FUND Service code 27 · EIN 27-4585908 | Advisory (Plan) | $29,654 |
ELLWOOD ASSOCIATES5 years Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 27 · EIN 36-3121777 | Advisory (Plan) | $27,486 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 28 · EIN 13-5570651 | Investment Management | $18,770 |
MILLIMAN, INC.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $13,971 |
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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 | $172,651-100.0% | $305,030-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 44.7%-44.7pp | 13.5%-13.5pp |
| Annual return | 14.74% | 9.18%+5.6pp | 380.66%-365.9pp | 9.29%+5.5pp |
| Employer contribution / active EE | $74,687 | $20,046+272.6% | $45,083+65.7% | $15,168+392.4% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $7,413-100.0% | $12,800-100.0% | $2,037-100.0% |