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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $222,789 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $87,805 |
WINSTON & STRAWN LLP2 years Filed as: WINSTON AND STRAWN Service code 29 · EIN 36-1975990 | Legal | $21,742 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $21,735 |
AECOM USA INC.3+ years Service code 10 · EIN 61-1088522 | Accounting | $17,142 |
MATRIX TRUST COMPANY3+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $10,443 |
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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 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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | -7.47% | 1.05%-8.5pp | -752.26%+744.8pp | -0.69%-6.8pp |
| Employer contribution / active EE | $1,884 | $11,363-83.4% | $31,802-94.1% | $16,786-88.8% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |