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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 31-1582098 | Actuarial | $238,725 |
MERCER7+ years Filed as: MERCER INVESTMENT CONSULTING Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $108,178 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK Service code 21 · EIN 04-1876745 | Bank Trustee | $30,192 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | -0.10% | 93.59%-93.7pp | 22.50%-22.6pp | 39.82%-39.9pp |
| Employer contribution / active EE | $15,000 | $17,832-15.9% | $33,849-55.7% | $19,980-24.9% |
| Participant deferral / active EE | $0 | $1,653-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |