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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 15 · EIN 20-1932099 | Recordkeeping | $533,806 |
ALSTON & BIRD LLP3+ years Filed as: ALSTON AND BIRD, LLP Service code 29 · EIN 58-0137615 | Legal | $374,851 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $309,795 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $225,991 |
SIMPSON THATCHER & BARTLETT LLP3+ years Service code 29 · EIN 13-5395280 | Legal | $167,101 |
BLACKROCK3+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-5395280 | Investment Management | $112,945 |
MORNEAU SHEPELL1 year Service code 15 · EIN 52-1883918 | Recordkeeping | $95,621 |
Filed as: STATE STREET Service code 28 · EIN 81-4017137 | Investment Management | $32,335 |
CHERRY BEKAERT LLP3+ years Service code 10 · EIN 56-0574444 | Accounting | $29,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $3,370,408-100.0% | $157,433-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 16.7%-16.7pp | 1.2%-1.2pp |
| Annual return | 18.65% | 53.27%-34.6pp | 10.27%+8.4pp | 53.27%-34.6pp |
| Employer contribution / active EE | $19,994 | $14,774+35.3% | $19,104+4.7% | $14,774+35.3% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $15-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $12,160-100.0% | $13,289-100.0% |