Filed December 20, 2017
Total covered: 67 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 | Investment Management | $1,183,158 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST COMPANY Service code 15 · EIN 36-1561860 | Recordkeeping | $184,991 |
MORNEAU SHEPELL3 years Filed as: LIFEWORKS Service code 15 115 PERIMETER CENTER PLACE NE · ATLANTA, GA 30346 | Recordkeeping | $57,000 |
MERCER7+ years Service code 11 · EIN 13-3036745 | Actuarial | $23,100 |
Service code 27 411 SEVENTH STREET · PITTSBURGH, PA 15219 | Advisory (Plan) | $20,000 |
DARWILL7+ years Filed as: DARWILL, INC. Service code 36 · EIN 36-2516066 | Copying and duplicating | $9,416 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $3,299,877-100.0% | $848,047-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 8.70% | 37.77%-29.1pp | 5.63%+3.1pp | 37.77%-29.1pp |
| Employer contribution / active EE | $0 | $15,798-100.0% | $36,086-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $0 | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $0 | $9,287-100.0% |