Filed June 15, 2020
Total covered: 253 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS Service code 28 · EIN 30-0282430 | Investment Management | $1,465,266 |
ALIGHT SOLUTIONS LLC3+ years Service code 13 · EIN 82-1061233 | Contract Administrator | $867,376 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $239,037 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICE WATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $76,285 |
WILLIS TOWERS WATSON US LLC3+ years Service code 17 · EIN 53-0181291 | Pension Consulting | $52,734 |
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $5,472 |
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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% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -26.01% | 87.23%-113.2pp | -5.12%-20.9pp | 23.41%-49.4pp |
| Employer contribution / active EE | $5,236 | $12,989-59.7% | $31,020-83.1% | $12,650-58.6% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |