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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $869,540 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS Service code 15 · EIN 52-1883918 | Recordkeeping | $659,140 |
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $196,766 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 45-6138589 | Bank Trustee | $117,386 |
COHNREZNICK LLP5 years Service code 10 · EIN 22-1478099 | Accounting | $43,913 |
Filed as: STATE STREET RESEARCH Service code 51 · EIN 13-3142135 | Investment Mgmt Fees | $19,655 |
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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 0.37% | 8.91%-8.5pp | 7.32%-6.9pp | 13.24%-12.9pp |
| Employer contribution / active EE | $0 | $13,306-100.0% | $23,426-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |