Filed September 3, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 27 · EIN 13-2834414 | Advisory (Plan) | $144,441 |
Filed as: FIDELITY INVESTMENTS Service code 28 · EIN 04-2647786 | Investment Management | $116,943 |
PKF O'CONNOR DAVIES, LLP2+ years Service code 10 · EIN 27-1728945 | Accounting | $108,700 |
DAVIS WRIGHT TREMAINE2+ years Filed as: DAVIS & GILBERT Service code 29 · EIN 13-1504385 | Legal | $91,848 |
THE BANK OF NEW YORK MELLON2+ years Filed as: DREYFUS Service code 28 · EIN 13-5673135 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-3799749 | Investment Management | $0 |
NEUBERGER BERMAN2+ years Service code 28 605 THIRD AVENUE · NEW YORK, NY 10158 | Investment Management | $0 |
PIMCO FUNDS2+ years Service code 28 · EIN 33-0239892 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-1184650 | Investment Management | $0 |
VICTORY1 year Filed as: VICTORY RS PARTNERS Service code 28 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,130 | $3,611,051-97.9% | $123,894-40.2% | $329,111-77.5% |
| Participation rate | 55.0% | 60.7%-5.7pp | 81.4%-26.4pp | 67.9%-12.8pp |
| Annual return | 7.88% | 14.13%-6.2pp | 47.52%-39.6pp | 16.35%-8.5pp |
| Employer contribution / active EE | $1,295 | $1,947-33.5% | $4,617-71.9% | $2,303-43.8% |
| Participant deferral / active EE | $4,027 | $4,426-9.0% | $5,984-32.7% | $3,682+9.4% |
| Admin fee / account holder | $2 | $9,731-100.0% | $8,357-100.0% | $754-99.7% |