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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Mgmt Fees | $234,968 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 600 UNIVERSITY STREET, STE 3100 · SEATTLE, WA 98101 | Actuarial | $100,661 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 38 · EIN 91-0675641 1301 FIFTH AVE STE 3800 · SEATTLE, WA 98101 | Participant Communication | $61,592 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET Service code 18 · EIN 04-2456637 1200 CROWN COLONY DR, CC1-3 · QUINCY, MA 02169 | Custodial (other than securities) | $10,608 |
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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 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 21.77% | 13.54%+8.2pp | 13.48%+8.3pp | 16.32%+5.4pp |
| Employer contribution / active EE | $37,261 | $37,659-1.1% | $47,067-20.8% | $17,007+119.1% |
| Participant deferral / active EE | $1,516 | $159+856.6% | $200+657.8% | $406+273.3% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |