Filed January 12, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER (US), INC. Service code 28 · EIN 13-2834414 | Investment Management | $861,438 |
THE BANK OF NEW YORK MELLON3 years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 24-1442864 | Investment Management | $725,099 |
ALIGHT SOLUTIONS LLC2 years Service code 49 · EIN 82-1061233 | Other Services | $174,435 |
THE BANK OF NEW YORK MELLON3 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $133,771 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $76,105 |
WINSTON & STRAWN LLP3 years Filed as: WINSTON & STRAWN Service code 16 · EIN 36-1975990 | Consulting | $40,632 |
IRON MOUNTAIN2 years Filed as: IRON MOUNTAIN INC Service code 49 · EIN 23-2588479 | Other Services | $12,782 |
Filed as: QDRO CONSULTANTS Service code 49 · EIN 59-2377440 | Other Services | $2,800 |
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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 3.16% | 8.91%-5.7pp | 7.32%-4.2pp | 13.24%-10.1pp |
| Employer contribution / active EE | $133,880 | $13,306+906.1% | $23,426+471.5% | $14,616+816.0% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |