Filed August 3, 2023 (most recent of 3 filings on file)
Total covered: 616 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Management | $146,191 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 1001 LAKESIDE AVE · CLEVELAND, OH 44114 | Actuarial | $50,715 |
WILMINGTON TRUST4 years Filed as: WILMINGTON TRUST COMPANY Service code 21 · EIN 16-1486454 RODNEY SQUARE NORTH · WILMINGTON, DE 198900001 | Bank Trustee | $37,400 |
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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 | $263,436-100.0% | $305,030-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 47.8%-47.8pp | 44.7%-44.7pp | 43.1%-43.1pp |
| Annual return | 9.96% | 288.80%-278.8pp | 380.71%-370.8pp | 259.19%-249.2pp |
| Employer contribution / active EE | $24,648 | $47,323-47.9% | $45,089-45.3% | $41,472-40.6% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,313-100.0% | $12,800-100.0% | $21,502-100.0% |