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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $382,538 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $71,080 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $43,708 |
BOSTON PARTNERS1+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $42,580 |
MERCER1+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $37,497 |
RIDGEWORTH1+ years Filed as: KAYNE ANDERSON Service code 28 · EIN 95-4486379 | Investment Management | $37,201 |
HEXAVEST INC.1+ years Filed as: HEXAVEST Service code 28 · EIN 51-6579174 | Investment Management | $31,244 |
QUARLES & BRADY LLP1+ years Filed as: QUARLES AND BRADY Service code 29 · EIN 39-0432630 | Legal | $23,224 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $16,874 |
DWS FUNDS1+ years Filed as: RREEF AMERICA LLC Service code 28 · EIN 94-2753537 | Investment Management | $14,265 |
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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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -2.42% | -0.43%-2.0pp | -3.43%+1.0pp | -0.60%-1.8pp |
| Employer contribution / active EE | $6,596 | $10,132-34.9% | $25,607-74.2% | $12,272-46.2% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |