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 | $171,593 |
FIDUCIARY INVESTMENT ADVISORS7+ years Service code 16 · EIN 20-4751585 | Consulting | $47,390 |
MERCER7+ years Filed as: MERCER, INC Service code 11 · EIN 13-2834414 | Actuarial | $46,084 |
THE BANK OF NEW YORK MELLON4 years Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $21,327 |
VERRILL DANA LLP2 years Filed as: VERRILL DANA Service code 29 ONE FEDERAL STREET, 20TH FLOOR · BOSTON, MA 02110 | Legal | $15,599 |
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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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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $164,233-100.0% | $56,546-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | -11.49% | 2.78%-14.3pp | -11.22%-0.3pp | 2.78%-14.3pp |
| Employer contribution / active EE | $3,279 | $15,276-78.5% | $32,882-90.0% | $15,276-78.5% |
| Participant deferral / active EE | $0 | $691-100.0% | $579-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,473-100.0% | $1,015-100.0% |