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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $481,831 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $402,817 |
BOSTON PARTNERS1+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $241,307 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $230,709 |
MERCER1+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $212,503 |
RIDGEWORTH1+ years Filed as: KAYNE ANDERSON Service code 28 · EIN 95-4486379 | Investment Management | $210,824 |
HEXAVEST INC.1+ years Filed as: HEXAVEST Service code 28 · EIN 51-6579174 | Investment Management | $177,064 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $95,626 |
DWS FUNDS1+ years Filed as: RREEF AMERICA LLC Service code 28 · EIN 94-2753537 | Investment Management | $80,842 |
BLACKROCK1+ years Service code 28 · EIN 94-6596958 | Investment Management | $70,344 |
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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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -2.13% | -1.23%-0.9pp | -3.43%+1.3pp | 1.67%-3.8pp |
| Employer contribution / active EE | $9,605 | $11,541-16.8% | $25,607-62.5% | $10,506-8.6% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |