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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $249,169 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $79,143 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $20,700 |
AECOM USA INC.2+ years Service code 10 · EIN 61-1088522 | Accounting | $19,013 |
MATRIX TRUST COMPANY2+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $12,413 |
MCDERMOTT WILL & EMERY LLP2+ years Service code 29 · EIN 36-1453176 | Legal | $10,938 |
WINSTON & STRAWN LLP1 year Filed as: WINSTON AND STRAWN Service code 29 · EIN 36-1975990 | Legal | $5,797 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 8.95% | 11.09%-2.1pp | 8.32%+0.6pp | 13.95%-5.0pp |
| Employer contribution / active EE | $4,654 | $10,980-57.6% | $30,793-84.9% | $16,598-72.0% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |