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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $60,000 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 13 · EIN 13-5674085 | Contract Administrator | $54,624 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $36,116 |
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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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 10.99% | 7.96%+3.0pp | 5.04%+5.9pp | 8.76%+2.2pp |
| Employer contribution / active EE | $9,513 | $15,125-37.1% | $26,454-64.0% | $16,664-42.9% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |