| Provider | Service type | Compensation |
|---|---|---|
Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $1,135,827 |
AFSCME10+ years Service code 13 · EIN 53-0237781 | Contract Administrator | $583,379 |
MERCER3 years Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 | Actuarial | $482,687 |
Filed as: NEWTON INVESTMENT MANAGEMENT NORTH Service code 28 · EIN 81-2114065 | Investment Management | $437,346 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $368,300 |
MERCER4 years Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $121,364 |
STATE STREET GLOBAL ADVISORS10+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $98,250 |
WITHUMSMITH+BROWN, PC7 years Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $77,426 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 49 · EIN 82-4722389 | Other Services | $60,000 |
RHUMBLINE ADVISORS9 years Service code 28 · EIN 04-3118582 | Investment Management | $37,127 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 3.82% | 9.30%-5.5pp | 8.34%-4.5pp | 9.30%-5.5pp |
| Employer contribution / active EE | $21,219 | $12,551+69.1% | $30,790-31.1% | $12,551+69.1% |
| Participant deferral / active EE | $6,218 | $2,867+116.9% | $252+2366.7% | $2,867+116.9% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |