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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $1,276,068 |
Filed as: CAMBRIDGE ASSOCIATES Service code 17 · EIN 56-2457107 | Pension Consulting | $1,245,131 |
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $776,818 |
THE BANK OF NEW YORK MELLON7+ years Service code 13 · EIN 13-5160382 | Contract Administrator | $384,778 |
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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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 8.91% | 9.47%-0.6pp | 7.32%+1.6pp | 15.63%-6.7pp |
| Employer contribution / active EE | $11,203 | $9,065+23.6% | $23,426-52.2% | $11,476-2.4% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |