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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HR CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $891,919 |
Service code 28 · EIN 20-8058531 | Investment Management | $259,099 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); In... | $136,685 |
STROOCK & STROOCK & LAVAN2+ years Service code 29 · EIN 13-5539787 | Legal | $27,733 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $16,376 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $13,851 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | -69.90% | 5.68%-75.6pp | 4.74%-74.6pp | 4.56%-74.5pp |
| Employer contribution / active EE | $227,273 | $16,243+1299.2% | $36,089+529.8% | $15,526+1363.8% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |