Filed December 20, 2017
Total covered: 67 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $1,211,074 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST COMPANY Service code 15 · EIN 36-1561860 | Recordkeeping | $182,158 |
MORNEAU SHEPELL2 years Filed as: LIFEWORKS Service code 15 115 PERIMETER CENTER PLACE NE · ATLANTA, GA 30346 | Recordkeeping | $57,000 |
Service code 27 411 SEVENTH STREET · PITTSBURGH, PA 15219 | Advisory (Plan) | $20,000 |
MERCER6+ years Service code 11 · EIN 13-3036745 | Actuarial | $17,344 |
DARWILL6+ years Filed as: DARWILL, INC. Service code 36 · EIN 36-2516066 | Copying and duplicating | $8,600 |
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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 | $164,233-100.0% | $732,694-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | -21.07% | 2.78%-23.8pp | -15.18%-5.9pp | 2.78%-23.8pp |
| Employer contribution / active EE | $0 | $15,276-100.0% | $53,321-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $691-100.0% | $0 | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $0 | $1,015-100.0% |