Filed October 18, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER7 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $266,431 |
FID INV INST OPS CO2 years Service code 14 · EIN 04-2647786 | Plan Administrator | $254,831 |
THE SEGAL COMPANY5 years Filed as: SEGAL ADVISORS, INC Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $221,909 |
MERCER10+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $59,158 |
CARON & BLETZER, PLLC3 years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $14,419 |
ALSTON & BIRD LLP10+ years Service code 19 · EIN 58-0137615 | Securities Custodian | $12,260 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | -1.32% | 8.76%-10.1pp | 6.89%-8.2pp | 8.76%-10.1pp |
| Employer contribution / active EE | $0 | $16,664-100.0% | $43,868-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $948-100.0% | $44-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |