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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $244,681 |
AB FUNDS3 years Filed as: ALLIANCE BERNSTEIN L.P Service code 27 · EIN 13-2677213 | Advisory (Plan) | $219,717 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 21 · EIN 81-6243181 | Bank Trustee | $37,500 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $8,400 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 12.09% | 17.70%-5.6pp | 13.48%-1.4pp | 53.27%-41.2pp |
| Employer contribution / active EE | $68,923 | $40,511+70.1% | $47,067+46.4% | $14,774+366.5% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |