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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER US INC Service code 11 · EIN 13-2834414 | Actuarial | $50,993 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $32,100 |
PITTA LLP1+ years Filed as: PITTA & GIBLIN Service code 29 · EIN 26-3852082 | Legal | $6,680 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK Service code 18 · EIN 13-5160382 | Custodial (other than securities); Ot... | $5,548 |
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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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -15.71% | -1.13%-14.6pp | -0.81%-14.9pp | 2.81%-18.5pp |
| Employer contribution / active EE | $0 | $14,981-100.0% | $38,425-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |