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| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 1166 AVENUE OF THE AMERICAS · NEWYORK, NY 10036 | Actuarial | $181,094 |
HIGHLAND CONSULTING ASSOCIATES9+ years Filed as: HIGHLAND CONSULTING Service code 28 · EIN 34-1753575 159 CROCKER PARK BOULEVARD · CLEVELAND, OH 44145 | Investment Management | $62,462 |
Filed as: PRUDENTIAL US LONG DURATION CORP BD Service code 27 · EIN 23-6994310 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Advisory (Plan) | $34,798 |
BMO HARRIS BANK NA6 years Service code 21 · EIN 36-2085229 111 WEST MONROE STREET · CHICAGO, IL 60603 | Bank Trustee | $25,268 |
ACADIAN ASSET MANAGEMENT LLC4 years Filed as: ACADIAN ASSET MANAGEMENT,LLC Service code 27 · EIN 04-2929221 260 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $17,800 |
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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 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 8.15% | 8.82%-0.7pp | 7.69%+0.5pp | 9.89%-1.7pp |
| Employer contribution / active EE | $111,111 | $12,837+765.5% | $28,501+289.8% | $14,313+676.3% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |