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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $240,601 |
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $174,612 |
LEGAL & GENERAL INVESTMENT2+ years Filed as: LEGAL ANG GENERAL INVESTMENT MANAGE Service code 28 · EIN 35-7085469 | Investment Management | $108,993 |
KILTEARN PARTNERS LLP2+ years Filed as: THE KILTEARN GLOBAL EQUITY FUND Service code 27 · EIN 27-4585908 | Advisory (Plan) | $68,695 |
ELLWOOD ASSOCIATES2+ years Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 27 · EIN 36-3121777 | Advisory (Plan) | $53,324 |
EISNERAMPER LLP2+ years Service code 10 · EIN 13-1639826 | Accounting | $47,220 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET Service code 25 · EIN 04-1867445 | Directed Trustee | $44,911 |
Filed as: NORTHEAST RETIREMENT SERVICES, LLC Service code 25 · EIN 81-5140646 | Directed Trustee | $11,488 |
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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 | 19.93% | 22.30%-2.4pp | 13.48%+6.4pp | 13.59%+6.3pp |
| Employer contribution / active EE | $146,972 | $18,386+699.4% | $47,067+212.3% | $14,592+907.2% |
| 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% |