| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $289,235 |
AMERICAN FUNDS5+ years Filed as: CAPITAL GUARDIAN TRUST CO Service code 28 · EIN 95-2553868 | Investment Management | $234,518 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Filed as: INTECH INVESTMENT MANAGEMENT Service code 28 · EIN 01-0614895 | Investment Management | $171,704 |
THE BANK OF NEW YORK MELLON5+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $171,091 |
THE BANK OF NEW YORK MELLON5+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $169,548 |
Filed as: BARROW HANLEY, MEWINNEY INC Service code 28 · EIN 75-2403190 | Investment Management | $165,800 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $29,502 |
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 | $444,552-100.0% | $375,279-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 36.7%-36.7pp | 3.7%-3.7pp |
| Annual return | 8.42% | 15.63%-7.2pp | 9.78%-1.4pp | 15.63%-7.2pp |
| Employer contribution / active EE | $9,199 | $11,476-19.8% | $46,889-80.4% | $11,476-19.8% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $72-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $5,665-100.0% | $429-100.0% |