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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $661,820 |
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL LIMITED Service code 15 · EIN 52-1883918 | Recordkeeping | $625,621 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $283,511 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 45-6138589 | Bank Trustee | $120,997 |
COHNREZNICK LLP4 years Service code 10 · EIN 22-1478099 | Accounting | $33,500 |
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Employer 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.
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.
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 11.55% | 13.15%-1.6pp | -2.84%+14.4pp | 11.45%+0.1pp |
| Employer contribution / active EE | $0 | $23,714-100.0% | $33,329-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |