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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Mgmt Fees | $158,054 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 600 UNIVERSITY STREET, STE 3100 · SEATTLE, WA 98101 | Actuarial | $104,122 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 38 · EIN 91-0675641 1301 FIFTH AVE STE 3800 · SEATTLE, WA 98101 | Participant Communication | $56,394 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET Service code 18 · EIN 04-2456637 1200 CROWN COLONY DR, CC1-3 · QUINCY, MA 02169 | Custodial (other than securities) | $11,431 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 18.11% | 10.58%+7.5pp | 14.41%+3.7pp | 13.95%+4.2pp |
| Employer contribution / active EE | $25,727 | $37,352-31.1% | $45,283-43.2% | $16,598+55.0% |
| Participant deferral / active EE | $1,461 | $115+1168.6% | $125+1068.1% | $511+185.9% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |