| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 15 · EIN 04-3275867 | Recordkeeping | $1,357,598 |
THE BANK OF NEW YORK MELLON1+ years Service code 17 · EIN 13-5160382 | Pension Consulting | $69,213 |
MERCER1+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $63,343 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $18,495 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 17 · EIN 23-1159360 | Pension Consulting | $6,700 |
Annual investment return 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 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 1.87% | 5.03%-3.2pp | 18.87%-17.0pp | 7.18%-5.3pp |
| Employer contribution / active EE | $32,407 | $10,273+215.5% | $19,828+63.4% | $13,095+147.5% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |