Filed February 13, 2018 (most recent of 11 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2634414 325 JOHN H MCCONNELL BLVD · COLUMBUS, OH 43215 | Actuarial | $167,951 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 13 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Contract Administrator | $46,149 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 6.60% | 9.03%-2.4pp | 90.60%-84.0pp | 627.08%-620.5pp |
| Employer contribution / active EE | $2,959 | $13,843-78.6% | $32,727-91.0% | $18,824-84.3% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |