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| Provider | Service type | Compensation |
|---|---|---|
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $371,012 |
NISA INVESTMENT ADVISORS, LLC8+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $111,117 |
ACADIAN ASSET MANAGEMENT LLC5 years Filed as: ACADIAN ASSET MANAGMENT Service code 28 · EIN 20-0166430 | Investment Management | $52,795 |
RIDGEWORTH8+ years Filed as: KAYNE ANDERSON Service code 28 · EIN 95-4486379 | Investment Management | $50,272 |
BOSTON PARTNERS8+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $49,847 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $48,202 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR FUNDS Service code 28 · EIN 99-5405320 | Investment Management | $44,913 |
MERCER5 years Filed as: MERCER INVESTMENT MANAGMENT Service code 28 · EIN 30-0282430 | Investment Management | $42,000 |
MERCER8+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $33,250 |
WIPFLI LLP1 year Filed as: WIPFLI,LLP Service code 10 · EIN 39-0758449 | Accounting | $12,500 |
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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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -22.19% | 1.88%-24.1pp | -5.12%-17.1pp | 2.78%-25.0pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |