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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $381,832 |
NISA INVESTMENT ADVISORS, LLC4+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $82,773 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGMENT Service code 28 · EIN 30-0282430 | Investment Management | $63,256 |
RIDGEWORTH4+ years Filed as: KAYNE ANDERSON Service code 28 · EIN 95-4575414 | Investment Management | $53,359 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $49,054 |
BOSTON PARTNERS4+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $45,553 |
HEXAVEST INC.4+ years Filed as: HEXAVEST Service code 28 · EIN 51-6579174 | Investment Management | $38,437 |
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $23,712 |
Filed as: ACADIAN ASSET MANAGMENT Service code 28 · EIN 04-2929221 | Investment Management | $16,006 |
WIPFLI LLP4+ years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $11,750 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -6.06% | 7.01%-13.1pp | 12.68%-18.7pp | 0.19%-6.2pp |
| Employer contribution / active EE | $3,023 | $12,638-76.1% | $22,860-86.8% | $13,763-78.0% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |