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| Provider | Service type | Compensation |
|---|---|---|
MERCER6 years Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $159,572 |
BUCK GLOBAL, LLC7+ years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $101,269 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 15 · EIN 04-3532603 | Recordkeeping | $86,527 |
CONDUENT HR CONSULTING, LLC4 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $44,000 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $23,531 |
Filed as: SCHNEIDER DOWNS & CO. Service code 10 · EIN 25-1408703 | Accounting | $20,700 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 10 · EIN 13-5160382 | Accounting | $5,106 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $1,465 |
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Employer 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 | $33,520-100.0% | $310,574-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 2.1%-2.1pp |
| Annual return | 4.62% | 6.37%-1.7pp | 8.04%-3.4pp | 7.65%-3.0pp |
| Employer contribution / active EE | $7,692 | $48,951-84.3% | $42,693-82.0% | $20,582-62.6% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,889-100.0% | $193-100.0% |