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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 16 · EIN 13-2834414 6 PPG PLACE SUITE 400 · PITTSBURGH, PA 15222 | Consulting | $292,558 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INVESTMENT Service code 28 · EIN 13-3040307 | Investment Management | $128,296 |
STATE STREET GLOBAL ADVISORS2 years Service code 16 · EIN 81-4017137 | Consulting | $103,653 |
MORNEAU SHEPELL2 years Filed as: MORNEAU SHEPELL LIMITED Service code 65 · EIN 52-1883918 | Account Maintenance | $73,596 |
THE BANK OF NEW YORK MELLON3 years Service code 21 · EIN 13-5160382 | Bank Trustee | $58,003 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE INC Service code 16 · EIN 53-0181291 | Consulting | $42,221 |
CALIBRE CPA GROUP PLLC4+ years Service code 16 · EIN 47-0900880 | Consulting | $19,700 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $161,646-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 1.2%-1.2pp |
| Annual return | 4.15% | 15.47%-11.3pp | 12.93%-8.8pp | 53.27%-49.1pp |
| Employer contribution / active EE | $11,485 | $15,545-26.1% | $35,210-67.4% | $14,774-22.3% |
| Participant deferral / active EE | $0 | $814-100.0% | $458-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,659-100.0% | $13,289-100.0% |