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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWER WATSON Service code 27 · EIN 45-3073569 | Advisory (Plan) | $1,203,000 |
MERCER3 years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $191,000 |
GIP III1 year Service code 28 · EIN 98-1269276 | Investment Management | $144,000 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE Service code 49 · EIN 52-1714114 100 E PRATT ST · BALTIMORE, MD 21202 | Other Services | $118,000 |
HAYNES AND BOONE, LLP4+ years Service code 29 · EIN 75-1312888 | Legal | $115,000 |
VONTOBEL USA INC1 year Filed as: VONTOBEL GLOBAL EMERGING MKTS Service code 28 · EIN 74-3220956 | Investment Management | $113,000 |
Service code 28 · EIN 47-3000414 | Investment Management | $110,000 |
GIP I1 year Filed as: GIP II Service code 28 · EIN 98-0672668 | Investment Management | $95,000 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Other fees; Direct payment from the p... | $83,000 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $82,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $21,578,776-100.0% | $157,995-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.3%-41.3pp | 0.0%0pp |
| Annual return | 175.91% | 33.37%+142.5pp | 83.75%+92.2pp | 33.37%+142.5pp |
| Employer contribution / active EE | $9,448 | $11,253-16.0% | $41,592-77.3% | $11,253-16.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $77-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $678-100.0% | $99,113-100.0% |