Filed November 15, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER, INC Service code 11 · EIN 13-2834414 | Actuarial | $158,905 |
Service code 28 · EIN 45-3056700 | Investment Management | $155,682 |
Filed as: BARINGS, LLC Service code 28 · EIN 55-0878489 | Investment Management | $65,001 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2767481 | Investment Management | $49,092 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 16 · EIN 20-4751585 | Consulting | $42,401 |
ROPES & GRAY LLP1 year Filed as: ROPES & GRAY, LLP Service code 18 · EIN 04-2233412 | Custodial (other than securities) | $21,450 |
EATON VANCE2 years Filed as: EATON VANCE INVESTMENT MANAGERS Service code 28 | Investment Management | $0 |
Filed as: METROPOLITAN WEST ASSET MGMT, LLC Service code 28 | Investment Management | $0 |
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Employer 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 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 | $18,026,966-100.0% | $110,792-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 58.3%-58.3pp | 1.8%-1.8pp |
| Annual return | 6.76% | 0.19%+6.6pp | -0.33%+7.1pp | 0.19%+6.6pp |
| Employer contribution / active EE | $2,933 | $13,763-78.7% | $25,782-88.6% | $13,763-78.7% |
| Participant deferral / active EE | $0 | $804-100.0% | $928-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,824-100.0% | $426-100.0% |