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| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $728,803 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $607,975 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $85,326 |
MERCED PARTNERS5 years Service code 28 · EIN 41-1661636 | Investment Management | $38,081 |
Filed as: PRINCIPAL Service code 21 · EIN 42-1520346 | Bank Trustee | $32,614 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $14,175 |
FORESTER DIVERSIFIED8 years Service code 28 TWO SOUND VIEW DRIVE · GREENWICH, CT 06830 | Investment Management | $11,564 |
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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 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 11.91% | 20.09%-8.2pp | 15.31%-3.4pp | 37.77%-25.9pp |
| Employer contribution / active EE | $43,506 | $15,382+182.8% | $28,686+51.7% | $15,798+175.4% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |