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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $810,510 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MIMC Service code 28 | Investment Management | $597,717 |
WALTER SCOTT & PARTNERS LIMITED2+ years Service code 28 · EIN 98-0465834 | Investment Management | $535,089 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INVESTMENT MNGMT INC Service code 28 · EIN 13-3040307 | Investment Management | $437,356 |
PIMCO FUNDS2+ years Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $433,706 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $246,972 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 15 · EIN 27-1219471 | Recordkeeping | $173,798 |
HEXAVEST INC.2+ years Service code 28 · EIN 27-4751870 | Investment Management | $168,077 |
CARDINAL INVESTMENT ADVISORS2+ years Filed as: CARDINAL INVESTMENT ADVISOR Service code 27 · EIN 36-4464580 | Advisory (Plan) | $110,000 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $107,300 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 11.90% | 6.13%+5.8pp | 4.74%+7.2pp | 9.19%+2.7pp |
| Employer contribution / active EE | $0 | $10,206-100.0% | $36,089-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |