Filed February 13, 2018 (most recent of 11 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Service code 11 · EIN 13-2634414 325 JOHN H MCCONNELL BLVD · COLUMBUS, OH 43215 | Actuarial | $170,112 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 13 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Contract Administrator | $28,690 |
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 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | 13.35% | 10.11%+3.2pp | 10.75%+2.6pp | 11.84%+1.5pp |
| Employer contribution / active EE | $3,343 | $14,976-77.7% | $35,170-90.5% | $17,339-80.7% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |