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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 32-0282430 | Investment Management | $127,079 |
THE BANK OF NEW YORK MELLON9 years Service code 21 · EIN 13-5160382 | Bank Trustee | $112,818 |
SCHNEIDER DOWNS & CO., INC.7 years Filed as: SCHNEIDER DOWNS & CO, INC. Service code 16 · EIN 25-1408703 | Consulting | $23,310 |
GOLDMAN SACHS3 years Filed as: DLJ REAL ESTATE CAPITAL PARTNERS Service code 28 · EIN 13-4075345 | Investment Management | $10,542 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $328,120-100.0% | - | $328,120-100.0% |
| Participation rate | 0.0% | 34.1%-34.1pp | 0.0%0pp | 34.1%-34.1pp |
| Annual return | -88.63% | 13.02%-101.7pp | -1.83%-86.8pp | 13.02%-101.7pp |
| Employer contribution / active EE | $0 | $34,257-100.0% | $35,544-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $62-100.0% | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $39,117-100.0% | - | $39,117-100.0% |