Filed May 29, 2020
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENT Service code 28 · EIN 30-0282430 | Investment Management | $1,200,828 |
MERCER1+ years Service code 11 · EIN 20-1932099 | Actuarial | $685,005 |
AECOM USA INC.1+ years Filed as: AECOM Service code 10 · EIN 61-1088522 | Accounting | $53,951 |
US BANK1+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $43,627 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $27,427 |
WINSTON & STRAWN LLP1+ years Filed as: WINSTON & STRAWN, LLP Service code 29 · EIN 36-1975990 | Legal | $5,173 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
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 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | -6.92% | -3.37%-3.6pp | -61.72%+54.8pp | 0.19%-7.1pp |
| Employer contribution / active EE | $0 | $36,881-100.0% | $47,703-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $10,776-100.0% | $135-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |