Filed November 15, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 45-3056700 | Investment Management | $130,025 |
MERCER2+ years Filed as: MERCER, INC Service code 11 · EIN 13-2834414 | Actuarial | $100,761 |
CORNERSTONE ADVISORS ASSET MGMT2+ years Filed as: CORNERSTONE RE ADVISORS Service code 28 · EIN 55-0878489 | Investment Management | $80,327 |
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 16 · EIN 20-4751585 | Consulting | $45,065 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2767481 | Investment Management | $42,160 |
THE WAGNER LAW GROUP2+ years Filed as: WAGNER LAW GROUP Service code 29 · EIN 04-3323315 | Legal | $6,740 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $0 |
EATON VANCE1 year Filed as: EATON VANCE INVESTMENT MANAGERS Service code 28 · EIN 04-3101341 | Investment Management | $0 |
Filed as: METROPOLITAN WEST ASSET MGMT, LLC Service code 28 · EIN 95-4788432 | Investment Management | $0 |
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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 | $1,723,788-100.0% | $127,144-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 62.9%-62.9pp | 1.9%-1.9pp |
| Annual return | 11.53% | 23.90%-12.4pp | 9.35%+2.2pp | 23.90%-12.4pp |
| Employer contribution / active EE | $4,286 | $16,539-74.1% | $25,504-83.2% | $16,539-74.1% |
| Participant deferral / active EE | $0 | $350-100.0% | $1,066-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,049-100.0% | $18,975-100.0% |