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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HUMAN RESOURCE CONSULTANT Service code 11 · EIN 13-2834414 | Actuarial | $76,143 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO, Service code 28 · EIN 04-2691242 | Investment Management | $43,960 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $36,618 |
NEPC, LLC2+ years Service code 28 · EIN 26-1429809 | Investment Management | $31,282 |
Service code 14 · EIN 52-0591656 | Plan Administrator | $30,000 |
Service code 28 · EIN 04-3532603 | Investment Management | $18,671 |
SB & COMPANY, LLC2+ years Filed as: SB AND COMPANY, LLC Service code 10 · EIN 20-2153727 | Accounting | $18,000 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 | Investment Management | $12,869 |
FINDLEY2+ years Filed as: FINDLEY DAVIES, INC. Service code 16 · EIN 34-1213174 | Consulting | $5,320 |
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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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 6.90% | 26.60%-19.7pp | 10.16%-3.3pp | 17.84%-10.9pp |
| Employer contribution / active EE | $4,820 | $7,232-33.4% | $33,192-85.5% | $14,688-67.2% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |