| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 15 · EIN 04-3275867 | Recordkeeping | $883,055 |
MERCER7+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $111,379 |
THE BANK OF NEW YORK MELLON7+ years Service code 17 · EIN 13-5160382 | Pension Consulting | $75,121 |
CURCIO WEBB2 years Service code 15 · EIN 36-4171366 | Recordkeeping | $30,663 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $21,000 |
Employer 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 | $164,233-100.0% | $75,030-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | -10.17% | 62.64%-72.8pp | -2.63%-7.5pp | 2.78%-12.9pp |
| Employer contribution / active EE | $2,020 | $9,627-79.0% | $29,813-93.2% | $15,276-86.8% |
| Participant deferral / active EE | $0 | $257-100.0% | $8-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $838-100.0% | $1,015-100.0% |