| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: TWEEDY BROWN CO. Service code 28 · EIN 13-3381587 | Investment Management | $240,889 |
MERCER1 year Service code 11 · EIN 13-2834144 | Actuarial | $133,327 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 36-2235791 | Recordkeeping | $82,297 |
Service code 28 · EIN 98-0407588 | Investment Management | $71,356 |
Filed as: MELLON BANK, N.A. Service code 21 · EIN 25-0659306 | Bank Trustee | $49,191 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $23,652 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 53-1868818 | Advisory (Plan) | $11,704 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT LP Service code 28 · EIN 94-3112180 | Investment Management | $9,435 |
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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 16.25% | 12.38%+3.9pp | 10.53%+5.7pp | 23.90%-7.6pp |
| Employer contribution / active EE | $17,739 | $23,325-23.9% | $29,360-39.6% | $16,539+7.3% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |