Filed January 12, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MERCER5 years Filed as: MERCER (US), INC Service code 11 · EIN 13-2834414 | Actuarial | $1,163,479 |
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $301,245 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $50,125 |
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% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 9.40% | 10.30%-0.9pp | 7.69%+1.7pp | 9.11%+0.3pp |
| Employer contribution / active EE | $131,086 | $9,006+1355.5% | $28,501+359.9% | $12,231+971.7% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |