| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES LLC Service code 17 · EIN 20-1932099 | Pension Consulting | $398,671 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Service code 28 · EIN 95-2705767 | Investment Management | $213,236 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $117,084 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNIS KNUPP Service code 17 · EIN 36-3109431 | Pension Consulting | $66,042 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 25 · EIN 36-3718331 | Directed Trustee | $63,694 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $51,573 |
NORTON ROSE FULBRIGHT1+ years Filed as: NORTON ROSE FULBRIGHT US LLP Service code 29 · EIN 74-1201087 | Legal | $42,613 |
AON CONSULTING1+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $2,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $252,559-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.0%0pp |
| Annual return | -2.65% | 1.67%-4.3pp | -1.68%-1.0pp | 1.67%-4.3pp |
| Employer contribution / active EE | $0 | $10,506-100.0% | $44,959-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $330-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $12,994-100.0% | $66,276-100.0% |