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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $738,755 |
Service code 28 · EIN 45-3056700 | Investment Management | $400,360 |
CASTLEARK MANAGEMENT LLC1 year Service code 28 · EIN 36-4269427 | Investment Management | $360,762 |
GAMCO ASSET MANAGEMENT1 year Filed as: GAMCO INVESTORS, INC. Service code 28 · EIN 13-4044521 | Investment Management | $342,474 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $307,554 |
Filed as: MONDRIAN INVESTMENT GROUP, INC. Service code 28 · EIN 56-2475915 | Investment Management | $175,425 |
NORTHERN TRUST COMPANY2+ years Service code 15 · EIN 36-1561860 | Recordkeeping | $163,358 |
PINNACLE ASSOCIATES LTD1 year Service code 28 · EIN 13-3220717 | Investment Management | $158,182 |
Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $143,244 |
Service code 28 · EIN 04-2929221 | Investment Management | $112,092 |
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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 | $35,636-100.0% | $500,101-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 21.3%-21.3pp | 1.8%-1.8pp |
| Annual return | 9.13% | 7.18%+2.0pp | 2.08%+7.1pp | 7.18%+2.0pp |
| Employer contribution / active EE | $0 | $13,095-100.0% | $47,324-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $385-100.0% | $78-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $1,916-100.0% | $362-100.0% |