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| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $216,500 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $192,369 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $102,925 |
BOLTON PARTNERS, INC.4 years Service code 17 · EIN 52-1231144 | Pension Consulting | $95,931 |
MERCER5 years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $72,983 |
RICKY3STICKS, LLC.2 years Service code 17 · EIN 27-2874701 | Pension Consulting | $50,717 |
BALDWIN LAW GROUP1 year Service code 29 · EIN 51-0568066 | Legal | $41,400 |
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Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 5.65% | 7.36%-1.7pp | 9.78%-4.1pp | 13.24%-7.6pp |
| Employer contribution / active EE | $7,176 | $40,685-82.4% | $46,889-84.7% | $14,616-50.9% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |