| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEWTON INVESTMENT MANAGEMENT NORTH Service code 28 · EIN 81-2114065 | Investment Management | $1,070,961 |
MERCER2 years Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 | Actuarial | $920,225 |
AFSCME9+ years Service code 13 · EIN 53-0237781 | Contract Administrator | $603,413 |
INSIGHT NORTH AMERICA LLC3 years Filed as: INSIGHT INVESTMENT Service code 28 · EIN 82-0983489 | Investment Management | $444,746 |
RICHMOND CAPITAL MANAGEMENT3 years Filed as: RICHMOND CAPITAL MANAGEMENT, INC Service code 28 · EIN 54-1288566 | Investment Management | $372,539 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $331,455 |
MERCER3 years Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $104,170 |
Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $90,800 |
RHUMBLINE ADVISORS8 years Service code 28 · EIN 04-3118582 | Investment Management | $64,456 |
WITHUMSMITH+BROWN, PC6 years Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $45,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,363-100.0% | $163,428-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 15.9%-15.9pp | 2.2%-2.2pp |
| Annual return | 14.42% | 9.11%+5.3pp | 9.36%+5.1pp | 9.11%+5.3pp |
| Employer contribution / active EE | $21,954 | $12,231+79.5% | $31,270-29.8% | $12,231+79.5% |
| Participant deferral / active EE | $6,069 | $1,272+377.1% | $263+2203.3% | $1,272+377.1% |
| Admin fee / account holder | $0 | $125-100.0% | $9,460-100.0% | $125-100.0% |