Filed November 15, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER10+ years Filed as: MERCER, INC Service code 11 · EIN 13-2834414 | Actuarial | $159,780 |
SILCHESTER INTERNATIONAL INVESTORS10+ years Service code 28 · EIN 45-3056700 | Investment Management | $101,256 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 · EIN 20-4751585 | Consulting | $61,599 |
THE BANK OF NEW YORK MELLON7 years Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $56,314 |
VERRILL DANA LLP5 years Filed as: VERRILL DANA Service code 29 ONE FEDERAL STREET, 20TH FLOOR · BOSTON, MA 02110 | Legal | $6,975 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $0 | $110,417-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 58.0%-58.0pp | 0.0%0pp |
| Annual return | 9.30% | 10.52%-1.2pp | 4.13%+5.2pp | 10.52%-1.2pp |
| Employer contribution / active EE | $7,380 | $15,140-51.3% | $15,783-53.2% | $15,140-51.3% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1,006-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $15,244-100.0% | - |