Filed December 20, 2017
Total covered: 67 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $202,991 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 15 · EIN 36-1561860 | Recordkeeping | $94,389 |
MORNEAU SHEPELL2+ years Service code 15 115 PERIMETER CENTER PLACE NE · ATLANTA, GA 30346 | Recordkeeping | $55,061 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK Service code 19 · EIN 04-1867445 | Securities Custodian | $54,211 |
MERCER2+ years Service code 11 · EIN 13-3036745 | Actuarial | $27,752 |
DARWILL2+ years Filed as: DARWILL, INC. Service code 36 · EIN 36-2516066 | Copying and duplicating | $27,065 |
ADP BROKER-DEALER2+ years Filed as: ADP Service code 15 · EIN 13-3036745 | Recordkeeping | $20,134 |
Service code 27 411 SEVENTH AVENUE · PITTSBURGH, PA 15219 | Advisory (Plan) | $20,000 |
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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 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 | $21,578,776-100.0% | $463,922-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 0.0%0pp |
| Annual return | -6.69% | 33.37%-40.1pp | 60.62%-67.3pp | 33.37%-40.1pp |
| Employer contribution / active EE | $0 | $11,253-100.0% | $61,657-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $288-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $23-100.0% | $99,113-100.0% |