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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $196,178 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $120,431 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $55,335 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING, INC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $26,250 |
ARONSON LLC2+ years Service code 10 · EIN 37-1611326 | Accounting | $21,379 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | 6.76% | 5.09%+1.7pp | 4.74%+2.0pp | 7.18%-0.4pp |
| Employer contribution / active EE | $14,294 | $33,192-56.9% | $46,220-69.1% | $13,095+9.2% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |