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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $281,826 |
BAIRD FUNDS2+ years Filed as: ROBERT W BAIRD & CO Service code 65 · EIN 39-6037917 | Account Maintenance | $63,306 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $47,778 |
Service code 28 · EIN 33-0704072 | Investment Management | $38,217 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY SVCS., LTD. CO. Service code 28 · EIN 74-2798841 | Investment Management | $37,721 |
THOMPSON HINE1 year Service code 29 · EIN 34-0575300 | Legal | $24,084 |
ATLANTIC INVESTMENT MGMT2+ years Service code 28 · EIN 13-3482911 | Investment Management | $13,413 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $10,700 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | 7.73% | 17.94%-10.2pp | 5.44%+2.3pp | 7.18%+0.6pp |
| Employer contribution / active EE | $5,085 | $12,263-58.5% | $25,481-80.0% | $13,095-61.2% |
| 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% |