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| Provider | Service type | Compensation |
|---|---|---|
MERCER5 years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2734414 | Actuarial | $259,971 |
THE SEGAL COMPANY5 years Filed as: SEGAL ADVISORS INC. Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $86,145 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $78,066 |
THE BANK OF NEW YORK MELLON6 years Filed as: BANK OF AMERICA, N.A. Service code 21 · EIN 94-1687665 | Bank Trustee | $11,538 |
CLEARY, JOSEM & TRIGIANI LLP5 years Service code 29 · EIN 23-2657967 | Legal | $9,906 |
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Employer contribution per participant 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 | $3,299,877-100.0% | $339,002-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 39.1%-39.1pp | 2.3%-2.3pp |
| Annual return | 6.57% | 37.74%-31.2pp | 12.78%-6.2pp | 37.74%-31.2pp |
| Employer contribution / active EE | $4,514 | $15,788-71.4% | $44,816-89.9% | $15,788-71.4% |
| Participant deferral / active EE | $0 | $732-100.0% | $33-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $2,002-100.0% | $9,287-100.0% |