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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER HR OUTSOURCING Service code 51 · EIN 20-1932099 | Investment Mgmt Fees | $506,615 |
MORNEAU SHEPELL3 years Filed as: LIFEWORKS Service code 15 · EIN 52-1883918 | Recordkeeping | $436,139 |
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $245,070 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $114,271 |
COHNREZNICK LLP7 years Service code 10 · EIN 22-1478099 | Accounting | $36,235 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET RESEARCH Service code 51 · EIN 13-3142135 | Investment Mgmt Fees | $9,691 |
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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 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | 1.72% | 9.67%-7.9pp | 7.69%-6.0pp | 22.81%-21.1pp |
| Employer contribution / active EE | $0 | $11,016-100.0% | $28,501-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |