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| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $194,056 |
WINSTON & STRAWN LLP6 years Service code 29 · EIN 36-1975990 | Legal | $51,975 |
EIDE BAILLY LLP3 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $17,535 |
NEPC, LLC1 year Filed as: NEPC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $16,631 |
THE BANK OF NEW YORK MELLON5 years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $10,423 |
Service code 21 · EIN 95-4839031 | Bank Trustee | $7,228 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | -0.87% | 11.01%-11.9pp | 8.10%-9.0pp | 7.65%-8.5pp |
| Employer contribution / active EE | $4,193 | $13,413-68.7% | $28,649-85.4% | $20,582-79.6% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |