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| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $419,802 |
NISA INVESTMENT ADVISORS, LLC7+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $142,696 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR FUNDS Service code 28 · EIN 99-5405320 | Investment Management | $97,723 |
RIDGEWORTH7+ years Filed as: KAYNE ANDERSON Service code 28 · EIN 95-4486379 | Investment Management | $75,599 |
BOSTON PARTNERS7+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $69,076 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $63,543 |
ACADIAN ASSET MANAGEMENT LLC4 years Filed as: ACADIAN ASSET MANAGMENT Service code 28 · EIN 20-0166430 | Investment Management | $53,602 |
MERCER4 years Filed as: MERCER INVESTMENT MANAGMENT Service code 28 · EIN 30-0282430 | Investment Management | $26,148 |
MERCER7+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $24,459 |
WIPFLI LLP1 year Filed as: WIPLI,L Service code 10 · EIN 39-0758449 | Accounting | $11,600 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 9.39% | 8.91%+0.5pp | 7.32%+2.1pp | 13.24%-3.8pp |
| Employer contribution / active EE | $0 | $13,306-100.0% | $23,426-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |