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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS5 years Filed as: ALLIANCE BERNSTEIN L.P Service code 27 · EIN 13-2677213 | Advisory (Plan) | $241,950 |
MERCER6+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $179,833 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $27,350 |
Service code 16 · EIN 26-1346279 | Consulting | $24,545 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 21 · EIN 81-6243181 | Bank Trustee | $5,902 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 8.86% | 7.36%+1.5pp | 9.78%-0.9pp | 13.24%-4.4pp |
| Employer contribution / active EE | $73,228 | $40,685+80.0% | $46,889+56.2% | $14,616+401.0% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |