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 | $140,730 |
MERCER5+ years Filed as: MERCER, INC Service code 11 · EIN 13-2834414 | Actuarial | $89,896 |
FIDUCIARY INVESTMENT ADVISORS5+ years Service code 16 · EIN 20-4751585 | Consulting | $44,906 |
Filed as: BARINGS, LLC Service code 51 · EIN 51-0504477 | Investment Mgmt Fees | $21,480 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $19,093 |
EATON VANCE4 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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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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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 | $2,822,362-100.0% | $75,924-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 52.9%-52.9pp | 0.6%-0.6pp |
| Annual return | 1.77% | 11.45%-9.7pp | 6.78%-5.0pp | 11.45%-9.7pp |
| Employer contribution / active EE | $2,841 | $17,219-83.5% | $28,542-90.0% | $17,219-83.5% |
| Participant deferral / active EE | $0 | $357-100.0% | $763-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $1,754-100.0% | $15,480-100.0% |