Filed August 8, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $493,274 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON, DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $405,762 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $147,928 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC. Service code 16 · EIN 04-3831795 | Consulting | $134,546 |
RUTABAGA CAPITAL MANAGEMENT2+ years Service code 28 · EIN 04-3451870 | Investment Management | $125,619 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $121,242 |
MERCER1 year Filed as: MERCER (US), INC. Service code 16 · EIN 13-2834414 | Consulting | $100,544 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN INVESTMENT ADVISORY Service code 21 · EIN 52-1952888 | Bank Trustee | $88,968 |
AETNA LIFE INSURANCE COMPANY2+ years Filed as: AETNA INSURANCE Service code 22 · EIN 06-0843808 | Insurance Broker | $7,942 |
Service code 28 · EIN 20-8058531 | Investment Management | $6,737 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $198,173-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 5.3%-5.3pp |
| Annual return | 14.89% | 14.29%+0.6pp | 10.16%+4.7pp | 1057.21%-1042.3pp |
| Employer contribution / active EE | $1,851 | $6,552-71.8% | $33,192-94.4% | $14,374-87.1% |
| Participant deferral / active EE | $0 | $216-100.0% | $66-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $7,531-100.0% | $81,210-100.0% |