Filed December 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER GLOBAL ADVISORS Service code 27 · EIN 74-3257877 | Advisory (Plan) | $225,805 |
3EDGE ASSET MANAGEMENT LP3 years Service code 27 ONE INTERNATIONAL PLACE, SUITE 4430 · BOSTON, MA 02110 | Advisory (Plan) | $174,664 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $128,710 |
Filed as: CBIZ CPAS, P.C. Service code 10 · EIN 43-1947695 | Accounting | $28,770 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $9,556,684-100.0% | $398,892-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 2.4%-2.4pp |
| Annual return | 3.54% | 10.29%-6.8pp | 8.54%-5.0pp | 22.81%-19.3pp |
| Employer contribution / active EE | $54,422 | $15,716+246.3% | $37,153+46.5% | $18,290+197.6% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $77,551-100.0% | $85,222-100.0% |