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| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $1,993,822 |
Filed as: CONDUENT HR SOLUTIONS, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $311,400 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $223,538 |
BUCK GLOBAL, LLC5+ years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $129,874 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $86,192 |
ACADIAN ASSET MANAGEMENT LLC5+ years Service code 28 · EIN 04-2929221 | Investment Management | $78,149 |
CONESTOGA CAPITAL ADVISORS, LLC5+ years Service code 28 · EIN 23-3072906 | Investment Management | $56,785 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT T Service code 28 · EIN 20-2159373 | Investment Management | $55,169 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 10 · EIN 13-5160382 | Accounting | $53,303 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $36,568 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $319,010-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 47.0%-47.0pp | 1.5%-1.5pp |
| Annual return | -22.29% | 23.41%-45.7pp | 10.22%-32.5pp | 23.41%-45.7pp |
| Employer contribution / active EE | $15,177 | $12,650+20.0% | $51,212-70.4% | $12,650+20.0% |
| Participant deferral / active EE | $2,038 | $1,474+38.3% | $129+1483.6% | $1,474+38.3% |
| Admin fee / account holder | $0 | $14,884-100.0% | $10,810-100.0% | $14,884-100.0% |