Filed November 15, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER8+ years Filed as: MERCER, INC Service code 11 · EIN 13-2834414 | Actuarial | $155,195 |
Service code 28 · EIN 45-3056700 | Investment Management | $153,457 |
FIDUCIARY INVESTMENT ADVISORS8+ years Service code 16 · EIN 20-4751585 | Consulting | $61,287 |
VERRILL DANA LLP3 years Filed as: VERRILL DANA Service code 29 ONE FEDERAL STREET, 20TH FLOOR · BOSTON, MA 02110 | Legal | $21,216 |
THE BANK OF NEW YORK MELLON5 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $20,241 |
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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 | $3,299,877-100.0% | $186,774-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 55.8%-55.8pp | 2.3%-2.3pp |
| Annual return | 7.86% | 37.77%-29.9pp | 7.78%+0.1pp | 37.77%-29.9pp |
| Employer contribution / active EE | $3,690 | $15,798-76.6% | $32,517-88.7% | $15,798-76.6% |
| Participant deferral / active EE | $0 | $732-100.0% | $504-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $3,044-100.0% | $9,287-100.0% |