Filed October 10, 2024 (most recent of 8 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $733,916 |
Service code 21 · EIN 36-7045783 | Bank Trustee | $224,966 |
MERGANSER CAPITAL MANAGEMENT3+ years Service code 21 · EIN 46-3651540 | Bank Trustee | $105,238 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 20 · EIN 36-1561860 | Securities brokerage commissions and ... | $96,668 |
SEYFARTH SHAW LLP3+ years Service code 22 · EIN 36-2152202 | Insurance Broker | $96,371 |
REAMS ASSET MANAGEMENT2 years Filed as: REAMS (SCOUTS INVESTMENT INC) Service code 21 · EIN 43-1925734 | Bank Trustee | $30,518 |
ADAMS ADDRESSING ASSOCIATES3+ years Filed as: ADAMS STREET PARTNERSHIP FUND Service code 21 · EIN 36-4395178 | Bank Trustee | $19,500 |
Filed as: CAPE ANN Service code 21 · EIN 47-4778650 | Bank Trustee | $6,396 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 12.37% | 26.60%-14.2pp | 10.16%+2.2pp | 17.84%-5.5pp |
| Employer contribution / active EE | $0 | $7,232-100.0% | $33,192-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |