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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER HR OUTSOURCING Service code 16 · EIN 20-1932099 | Consulting | $801,962 |
Filed as: WALTER SCOTT & PARTNERS, LTD. Service code 28 · EIN 54-0357120 | Investment Management | $607,238 |
Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 36-3145972 | Investment Management | $603,040 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MGMT CORPORATION Service code 28 · EIN 33-0629048 | Investment Management | $536,485 |
HEXAVEST INC.1 year Filed as: HEXAVEST Service code 28 · EIN 87-8721125 | Investment Management | $245,708 |
NORTHERN TRUST COMPANY1 year Service code 25 · EIN 36-1561860 | Directed Trustee | $133,517 |
Filed as: PRUDENTIAL RETIREMENT Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $65,500 |
NEPC, LLC4+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $32,417 |
Filed as: CONDUENT HR SERVICES, LLC Service code 64 · EIN 81-2983623 | Recordkeeping Fees | $16,150 |
SEYFARTH SHAW LLP4+ years Service code 29 · EIN 36-2152202 | Legal | $8,350 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -0.55% | -0.94%+0.4pp | -2.18%+1.6pp | 33.37%-33.9pp |
| Employer contribution / active EE | $2,449 | $12,464-80.3% | $38,751-93.7% | $11,253-78.2% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |