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| Provider | Service type | Compensation |
|---|---|---|
MERCER8+ years Service code 11 · EIN 13-2834414 1166 AVENUE OF THE AMERICAS · NEWYORK, NY 10036 | Actuarial | $111,723 |
HIGHLAND CONSULTING ASSOCIATES8+ years Filed as: HIGHLAND CONSULTING Service code 28 · EIN 34-1753575 159 CROCKER PARK BOULEVARD · CLEVELAND, OH 44145 | Investment Management | $68,401 |
Filed as: PRUDENTIAL US LONG DURATION CORP BD Service code 27 · EIN 23-6994310 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Advisory (Plan) | $53,920 |
BMO HARRIS BANK NA5 years Service code 21 · EIN 36-2085229 111 WEST MONROE STREET · CHICAGO, IL 60603 | Bank Trustee | $25,591 |
ACADIAN ASSET MANAGEMENT LLC3 years Filed as: ACADIAN ASSET MANAGEMENT,LLC Service code 27 · EIN 04-2929221 260 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $16,571 |
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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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.2%-12.2pp | 9.9%-9.9pp |
| Annual return | -20.85% | -3.51%-17.3pp | -5.12%-15.7pp | -5.25%-15.6pp |
| Employer contribution / active EE | $95,402 | $11,313+743.3% | $31,020+207.6% | $15,161+529.3% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |