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| Provider | Service type | Compensation |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $379,894 |
NORTHERN TRUST COMPANY9 years Service code 19 · EIN 36-1561860 | Securities Custodian | $178,248 |
BLACKROCK5 years Filed as: BLACKROCK INST. TRUST COMPANY Service code 28 · EIN 94-3112180 | Investment Management | $21,447 |
Filed as: SCHNEIDER DOWNS & CO. Service code 10 · EIN 25-1408703 | Accounting | $20,219 |
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Annual investment return 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 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 0.48% | 7.25%-6.8pp | 5.04%-4.6pp | 8.21%-7.7pp |
| Employer contribution / active EE | $27,632 | $13,308+107.6% | $26,454+4.5% | $13,841+99.6% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |