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| Provider | Service type | Compensation |
|---|---|---|
MERCER6 years Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $1,444,447 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 15 · EIN 04-3532603 | Recordkeeping | $272,211 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $169,816 |
BUCK GLOBAL, LLC7+ years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $134,164 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 10 · EIN 13-5160382 | Accounting | $46,956 |
Filed as: SCHNEIDER DOWNS & CO. Service code 10 · EIN 25-1408703 | Accounting | $26,800 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $12,524 |
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Participant contribution per participant 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 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 4.89% | 9.30%-4.4pp | 8.04%-3.2pp | 9.30%-4.4pp |
| Employer contribution / active EE | $18,427 | $12,551+46.8% | $42,693-56.8% | $12,551+46.8% |
| Participant deferral / active EE | $2,302 | $2,867-19.7% | $66+3381.4% | $2,867-19.7% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |