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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $349,030 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $73,835 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $47,477 |
RIDGEWORTH2+ years Filed as: KAYNE ANDERSON Service code 28 · EIN 95-4486379 | Investment Management | $38,261 |
MERCER2+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $36,087 |
BOSTON PARTNERS2+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $35,206 |
HEXAVEST INC.2+ years Filed as: HEXAVEST Service code 28 · EIN 51-6579174 | Investment Management | $28,398 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $21,652 |
QUARLES & BRADY LLP2+ years Filed as: QUARLES AND BRADY Service code 29 · EIN 39-0432630 | Legal | $11,500 |
WIPFLI LLP2+ years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $10,850 |
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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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 5.96% | 17.94%-12.0pp | 5.44%+0.5pp | 7.18%-1.2pp |
| Employer contribution / active EE | $2,894 | $12,263-76.4% | $25,481-88.6% | $13,095-77.9% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |