Filed October 18, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $449,503 |
NORTHERN TRUST COMPANY6+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $102,600 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS, INC Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $48,000 |
ALSTON & BIRD LLP6+ years Service code 29 · EIN 58-0137615 | Legal | $11,978 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $2,822,362-100.0% | $312,618-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.6%-0.6pp |
| Annual return | 15.28% | 15.98%-0.7pp | 10.03%+5.2pp | 11.45%+3.8pp |
| Employer contribution / active EE | $0 | $21,248-100.0% | $38,789-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $283-100.0% | $74-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,182-100.0% | $15,480-100.0% |