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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $47,254 |
THE BANK OF NEW YORK MELLON2 years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $19,900 |
WILMINGTON TRUST6+ years Service code 19 · EIN 51-0099033 | Securities Custodian | $17,675 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 99 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $5,970 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 5.69% | 12.77%-7.1pp | 90.61%-84.9pp | 12.86%-7.2pp |
| Employer contribution / active EE | $14,265 | $8,963+59.2% | $32,730-56.4% | $13,687+4.2% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |