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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES Service code 17 · EIN 56-2457107 | Pension Consulting | $1,090,819 |
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $705,078 |
MERCER4 years Service code 11 · EIN 13-2834414 | Actuarial | $532,153 |
THE BANK OF NEW YORK MELLON8+ years Service code 13 · EIN 13-5160382 | Contract Administrator | $449,563 |
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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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -16.32% | 87.23%-103.6pp | -5.12%-11.2pp | 23.41%-39.7pp |
| Employer contribution / active EE | $227,401 | $12,989+1650.8% | $31,020+633.1% | $12,650+1697.7% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |