Filed February 5, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $1,365,977 |
MORNEAU SHEPELL3 years Filed as: LIFEWORKS Service code 14 · EIN 52-1883918 | Plan Administrator | $444,252 |
NORTHERN TRUST COMPANY7+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $260,188 |
MERCER6 years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $210,197 |
STOEL RIVES LLP7+ years Service code 29 · EIN 93-0408771 | Legal | $36,384 |
Filed as: MCCONNELL JONES Service code 10 · EIN 76-0488832 | Accounting | $31,075 |
Filed as: WILLIS TOWERS WATSON Service code 14 · EIN 53-0181291 | Plan Administrator | $6,370 |
Filed as: HAM, LANGSTON, & BREZINA LLP Service code 10 · EIN 76-0448495 | Accounting | $5,333 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $13,363-100.0% | $191,373-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.2%-2.2pp |
| Annual return | 8.95% | 8.28%+0.7pp | 8.46%+0.5pp | 9.11%-0.2pp |
| Employer contribution / active EE | $8,039 | $8,225-2.3% | $25,175-68.1% | $12,231-34.3% |
| Participant deferral / active EE | $0 | $294-100.0% | $181-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $730-100.0% | $125-100.0% |