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| Provider | Service type | Compensation |
|---|---|---|
MERCER5 years Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $154,956 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT T Service code 28 · EIN 20-2159373 | Investment Management | $112,741 |
BUCK GLOBAL, LLC6+ years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $98,386 |
SCHNEIDER DOWNS & CO., INC.6+ years Filed as: SCHNEIDER DOWNS & CO. INC. Service code 10 · EIN 25-1408703 | Accounting | $19,700 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $18,417 |
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $11,803 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $2,918 |
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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 | $185,041-100.0% | $306,246-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 62.9%-62.9pp | 2.4%-2.4pp |
| Annual return | 11.76% | 10.25%+1.5pp | 35.16%-23.4pp | 22.81%-11.1pp |
| Employer contribution / active EE | $7,092 | $45,684-84.5% | $46,401-84.7% | $18,290-61.2% |
| Participant deferral / active EE | $0 | $180-100.0% | $72-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $28,548-100.0% | $4,448-100.0% | $85,222-100.0% |