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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $271,467 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $77,967 |
AECOM USA INC.1+ years Service code 10 · EIN 61-1088522 | Accounting | $31,209 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $19,665 |
MCDERMOTT WILL & EMERY LLP1+ years Service code 29 · EIN 36-1453176 | Legal | $12,151 |
MATRIX TRUST COMPANY1+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $8,666 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 0.22% | 2.79%-2.6pp | 4.16%-3.9pp | 11.88%-11.7pp |
| Employer contribution / active EE | $7,524 | $10,530-28.6% | $29,966-74.9% | $14,612-48.5% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |