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 | $155,577 |
MERCER6+ years Filed as: MERCER, INC Service code 11 · EIN 13-2834414 | Actuarial | $64,301 |
FIDUCIARY INVESTMENT ADVISORS6+ years Service code 16 · EIN 20-4751585 | Consulting | $46,010 |
THE BANK OF NEW YORK MELLON3 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $20,416 |
VERRILL DANA LLP1 year Filed as: VERRILL DANA Service code 29 ONE FEDERAL STREET, 20TH FLOOR · BOSTON, MA 02110 | Legal | $11,422 |
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $97,450-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 41.9%-41.9pp | 0.7%-0.7pp |
| Annual return | 24.38% | 13.24%+11.1pp | 10.56%+13.8pp | 13.24%+11.1pp |
| Employer contribution / active EE | $2,967 | $14,616-79.7% | $28,542-89.6% | $14,616-79.7% |
| Participant deferral / active EE | $0 | $830-100.0% | $484-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1,464-100.0% | $4,137-100.0% |