Filed January 12, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER (US), INC Service code 28 · EIN 13-2834414 | Investment Management | $1,336,199 |
ALIGHT SOLUTIONS LLC4 years Service code 49 · EIN 82-1061233 | Other Services | $279,313 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET Service code 28 PO BOX 5501 · BOSTON, MA 022065501 | Investment Management | $28,880 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -20.64% | 87.23%-107.9pp | -5.12%-15.5pp | 23.41%-44.1pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |