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| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Mgmt Fees | $265,310 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET Service code 18 · EIN 04-2456637 1200 CROWN COLONY DR, CC1-3 · QUINCY, MA 02169 | Custodial (other than securities) | $169,589 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 600 UNIVERSITY STREET, STE 3100 · SEATTLE, WA 98101 | Actuarial | $114,076 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 38 · EIN 91-0675641 1301 FIFTH AVE STE 3800 · SEATTLE, WA 98101 | Participant Communication | $70,336 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 6.31% | 7.94%-1.6pp | 9.78%-3.5pp | 11.84%-5.5pp |
| Employer contribution / active EE | $0 | $42,390-100.0% | $46,882-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $1,579 | $186+747.5% | $72+2078.8% | $683+131.2% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |