Filed December 20, 2017
Total covered: 67 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $1,465,739 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 15 · EIN 36-1561860 | Recordkeeping | $179,723 |
MERCER5+ years Service code 11 · EIN 13-3036745 | Actuarial | $93,916 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS Service code 15 115 PERIMETER CENTER PLACE NE · ATLANTA, GA 30346 | Recordkeeping | $56,000 |
Filed as: BILKEYKATZ INVESMTENT CONSULTANTS Service code 27 411 SEVENTH STREET · PITTSBURGH, PA 15219 | Advisory (Plan) | $20,000 |
DARWILL5+ years Filed as: DARWILL, INC. Service code 36 · EIN 36-2516066 | Copying and duplicating | $7,796 |
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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 | $444,552-100.0% | $861,422-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 14.3%-14.3pp | 3.7%-3.7pp |
| Annual return | 4.64% | 15.63%-11.0pp | 6.57%-1.9pp | 15.63%-11.0pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $34,489-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $0 | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $0 | $429-100.0% |