Filed December 20, 2017
Total covered: 67 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $966,780 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMAPNY Service code 15 · EIN 36-1561860 | Recordkeeping | $216,617 |
MORNEAU SHEPELL3+ years Service code 15 115 PERIMETER CENTER PLACE NE · ATLANTA, GA 30346 | Recordkeeping | $55,000 |
MERCER3+ years Service code 11 · EIN 13-3036745 | Actuarial | $30,030 |
Service code 27 411 SEVENTH AVENUE · PITTSBURGH, PA 15219 | Advisory (Plan) | $25,000 |
DARWILL3+ years Filed as: DARWILL, INC. Service code 36 · EIN 36-2516066 | Copying and duplicating | $7,531 |
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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 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 | $341,093,897-100.0% | $671,907-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.0%-15.0pp | 0.0%0pp |
| Annual return | 22.83% | 21.83%+1.0pp | 10.76%+12.1pp | 21.83%+1.0pp |
| Employer contribution / active EE | $0 | $12,237-100.0% | $68,795-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $987-100.0% | $229-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $6,717-100.0% | $1,551,325-100.0% |