Filed December 20, 2017
Total covered: 67 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $1,327,187 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 15 · EIN 36-1561860 | Recordkeeping | $177,963 |
MORNEAU SHEPELL4+ years Service code 15 115 PERIMETER CENTER PLACE NE · ATLANTA, GA 30346 | Recordkeeping | $56,000 |
MERCER4+ years Service code 11 · EIN 13-3036745 | Actuarial | $22,039 |
Service code 27 411 SEVENTH AVENUE · PITTSBURGH, PA 15219 | Advisory (Plan) | $15,000 |
DARWILL4+ years Filed as: DARWILL, INC. Service code 36 · EIN 36-2516066 | Copying and duplicating | $7,639 |
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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 | $0 | $793,067-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 17.42% | 12.86%+4.6pp | 10.21%+7.2pp | 12.86%+4.6pp |
| Employer contribution / active EE | $0 | $13,687-100.0% | $40,687-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $0 | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |