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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2734414 | Actuarial | $198,152 |
THE SEGAL COMPANY2 years Filed as: SEGAL ADVISORS INC. Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $80,000 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $20,000 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA, N.A. Service code 21 · EIN 94-1687665 | Bank Trustee | $9,090 |
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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.
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 | $2,822,362-100.0% | $282,126-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.6%-0.6pp |
| Annual return | 3.87% | 11.02%-7.2pp | 1087.39%-1083.5pp | 11.45%-7.6pp |
| Employer contribution / active EE | $1,221 | $20,468-94.0% | $42,245-97.1% | $17,219-92.9% |
| Participant deferral / active EE | $0 | $991-100.0% | $120-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,639-100.0% | $15,480-100.0% |