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| Provider | Service type | Compensation |
|---|---|---|
RUANE, CUNNIFF & GOLDFARB INC.1+ years Filed as: RUANE, CUNNIFF & GOLDFARB, INC. Service code 27 · EIN 13-2628641 | Advisory (Plan) | $426,871 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $62,096 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL Service code 21 300 CRESCENT COURT · DALLAS, TX 75201 | Bank Trustee | $5,801 |
FIRST MERCANTILE TRUST COMPANY1+ years Service code 21 · EIN 62-0951563 | Bank Trustee | $1,250 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -18.72% | -1.83%-16.9pp | -1.61%-17.1pp | 2.81%-21.5pp |
| Employer contribution / active EE | $0 | $9,208-100.0% | $30,840-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |