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| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Service code 11 · EIN 13-2834414 6 PPG PLACE SUITE 400 · PITTSBURGH, PA 15222 | Actuarial | $165,222 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY INVESTMENT Service code 28 · EIN 13-3040307 | Investment Management | $123,734 |
THE BANK OF NEW YORK MELLON6 years Service code 21 · EIN 13-5160382 | Bank Trustee | $77,326 |
MORNEAU SHEPELL5 years Filed as: MORNEAU SHEPELL LIMITED Service code 65 · EIN 52-1883918 | Account Maintenance | $58,524 |
STATE STREET GLOBAL ADVISORS5 years Service code 10 · EIN 81-4017137 | Accounting | $15,000 |
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Participant 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% | $748,470-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | 1.74% | -13.10%+14.8pp | 0.46%+1.3pp | 2.77%-1.0pp |
| Employer contribution / active EE | $15,549 | $16,278-4.5% | $35,480-56.2% | $15,262+1.9% |
| Participant deferral / active EE | $3,290 | $3,107+5.9% | $231+1324.7% | $691+376.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $29,938-100.0% | $1,015-100.0% |