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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,220,057 |
MMA SECURITIES LLC1+ years Filed as: SEABURY & SMITH Service code 27 · EIN 13-3109248 | Advisory (Plan) | $1,089,037 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MIMC Service code 28 | Investment Management | $737,419 |
WALTER SCOTT & PARTNERS LIMITED1+ years Service code 28 · EIN 98-0465834 | Investment Management | $668,988 |
PIMCO FUNDS1+ years Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $359,994 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INVESTMENT MNGMT INC Service code 28 · EIN 13-3040307 | Investment Management | $348,401 |
HEXAVEST INC.1+ years Service code 28 · EIN 27-4751870 | Investment Management | $200,162 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 15 · EIN 27-1219471 | Recordkeeping | $192,664 |
GLOBAL TRUST COMPANY1+ years Service code 21 · EIN 26-3761443 | Bank Trustee | $150,000 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON ASSET MNGMT LLC Service code 28 · EIN 25-1890416 | Investment Management | $121,545 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -2.37% | -0.09%-2.3pp | -0.81%-1.6pp | 1.67%-4.0pp |
| Employer contribution / active EE | $0 | $11,440-100.0% | $38,425-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |