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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER HR OUTSOURCING Service code 51 · EIN 20-1932099 | Investment Mgmt Fees | $564,661 |
MORNEAU SHEPELL2 years Filed as: LIFEWORKS Service code 15 · EIN 52-1883918 | Recordkeeping | $508,452 |
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $174,503 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $115,312 |
COHNREZNICK LLP6 years Service code 10 · EIN 22-1478099 | Accounting | $35,175 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RESEARCH Service code 51 · EIN 13-3142135 | Investment Mgmt Fees | $16,513 |
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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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -16.90% | 1.88%-18.8pp | -5.12%-11.8pp | 2.78%-19.7pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |