Filed October 10, 2024 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $996,891 |
REAMS ASSET MANAGEMENT9+ years Filed as: REAMS (SCOUTS INVESTMENTS INC) Service code 21 · EIN 43-1925734 | Bank Trustee | $255,037 |
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST COMPANY Service code 20 · EIN 36-1561860 | Securities brokerage commissions and ... | $28,805 |
MERGANSER CAPITAL MANAGEMENT9+ years Service code 21 · EIN 46-3651540 | Bank Trustee | $12,402 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | -1.33% | 9.71%-11.0pp | 32.33%-33.7pp | 9.11%-10.4pp |
| Employer contribution / active EE | $21,919 | $7,317+199.6% | $33,964-35.5% | $12,231+79.2% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |