Filed November 15, 2024 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 45-3056700 | Investment Management | $145,765 |
MERCER4+ years Filed as: MERCER, INC Service code 11 · EIN 13-2834414 | Actuarial | $80,226 |
Filed as: BARINGS, LLC Service code 28 · EIN 55-0878489 | Investment Management | $80,133 |
FIDUCIARY INVESTMENT ADVISORS4+ years Service code 16 · EIN 20-4751585 | Consulting | $43,607 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2767481 | Investment Management | $33,955 |
Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $22,538 |
EATON VANCE3 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 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,370,408-100.0% | $143,222-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 57.6%-57.6pp | 1.2%-1.2pp |
| Annual return | 3.92% | 53.27%-49.3pp | 8.97%-5.1pp | 53.27%-49.3pp |
| Employer contribution / active EE | $2,994 | $14,774-79.7% | $37,026-91.9% | $14,774-79.7% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $1,023-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $2,546-100.0% | $13,289-100.0% |