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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $298,865 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $146,528 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $47,182 |
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $36,050 |
BOLTON PARTNERS, INC.1 year Service code 11 · EIN 52-1231144 | Actuarial | $22,181 |
ARONSON LLC4+ years Service code 10 · EIN 37-1611326 | Accounting | $13,667 |
STEPTOE & JOHNSON LLP2 years Filed as: STEPTOE & JOHNSON Service code 29 · EIN 52-1349790 | Legal | $6,135 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | -6.92% | -3.37%-3.5pp | -61.72%+54.8pp | 0.19%-7.1pp |
| Employer contribution / active EE | $16,692 | $36,881-54.7% | $47,703-65.0% | $13,763+21.3% |
| Participant deferral / active EE | $0 | $10,776-100.0% | $135-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |