Filed November 15, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 38-7045759 | Investment Management | $152,454 |
MERCER1+ years Filed as: MERCER, INC Service code 11 · EIN 13-2834414 | Actuarial | $128,373 |
CORNERSTONE ADVISORS ASSET MGMT1+ years Filed as: CORNERSTONE RE ADVISORS Service code 28 · EIN 55-0878489 | Investment Management | $73,585 |
THE WAGNER LAW GROUP1+ years Filed as: WAGNER LAW GROUP Service code 29 · EIN 04-3323315 | Legal | $36,113 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $16,348 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2767481 | Investment Management | $11,903 |
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 16 · EIN 20-4751585 | Consulting | $10,044 |
BLACKROCK1+ years Filed as: BLACKROCK ADVISORS, LLC Service code 28 · EIN 23-2784752 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON1+ years Filed as: DREYFUS GOVERNMENT CASH MGMT FUND Service code 28 C/O THE DREYFUS CORPORATION · NEW YORK, NY 10166 | Investment Management | $0 |
EATON VANCE1+ years Filed as: EATON VANCE ATLANTA SMID-CAP Service code 28 · EIN 01-0553859 | Investment Management | $0 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $110,523-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 47.6%-47.6pp | 1.8%-1.8pp |
| Annual return | -0.61% | 7.18%-7.8pp | 1.69%-2.3pp | 7.18%-7.8pp |
| Employer contribution / active EE | $4,011 | $13,095-69.4% | $24,295-83.5% | $13,095-69.4% |
| Participant deferral / active EE | $0 | $385-100.0% | $1,031-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $1,392-100.0% | $362-100.0% |