| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,150,214 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 36-2235791 | Recordkeeping | $641,446 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $560,254 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $230,085 |
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $276,582-100.0% | $1,035,159-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 49.6%-49.6pp | 46.4%-46.4pp |
| Annual return | -100.00% | -68.32%-31.7pp | -61.72%-38.3pp | -82.67%-17.3pp |
| Employer contribution / active EE | $0 | $50,529-100.0% | $47,703-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $5,930-100.0% | $5,792-100.0% | $11,204-100.0% |