Filed November 15, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Filed as: MERCER, INC Service code 11 · EIN 13-2834414 | Actuarial | $196,741 |
Service code 28 · EIN 45-3056700 | Investment Management | $168,064 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 16 · EIN 20-4751585 | Consulting | $50,650 |
THE BANK OF NEW YORK MELLON6 years Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $23,697 |
VERRILL DANA LLP4 years Filed as: VERRILL DANA Service code 29 ONE FEDERAL STREET, 20TH FLOOR · BOSTON, MA 02110 | Legal | $5,873 |
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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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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $250,061-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 9.73% | 8.76%+1.0pp | 7.82%+1.9pp | 8.76%+1.0pp |
| Employer contribution / active EE | $0 | $16,664-100.0% | $31,823-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $948-100.0% | $365-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $18,503-100.0% | - |