Filed September 3, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DAVIS WRIGHT TREMAINE3+ years Filed as: DAVIS & GILBERT Service code 29 · EIN 13-1504385 | Legal | $127,143 |
MERCER3+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 27 · EIN 13-2834414 | Advisory (Plan) | $114,913 |
PKF O'CONNOR DAVIES, LLP3+ years Service code 10 · EIN 27-1728945 | Accounting | $112,300 |
Filed as: FIDELITY INVESTMENTS Service code 28 · EIN 04-2647786 | Investment Management | $105,826 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 15 · EIN 04-2530412 | Recordkeeping | $15,000 |
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN DISCOVERY VALUE F Service code 28 · EIN 06-6505815 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON3+ years Filed as: DREYFUS Service code 28 · EIN 13-5673135 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-3799749 | Investment Management | $0 |
NEUBERGER BERMAN3+ years Service code 28 605 THIRD AVENUE · NEW YORK, NY 10158 | Investment Management | $0 |
PIMCO FUNDS3+ years Service code 28 · EIN 33-0239892 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,730 | $80,506+4.0% | $136,298-38.6% | $80,976+3.4% |
| Participation rate | 58.1% | 61.9%-3.8pp | 81.9%-23.8pp | 68.3%-10.2pp |
| Annual return | 18.18% | 27.70%-9.5pp | 5156.27%-5138.1pp | 22.91%-4.7pp |
| Employer contribution / active EE | $1,269 | $1,943-34.7% | $4,696-73.0% | $2,402-47.2% |
| Participant deferral / active EE | $4,549 | $4,601-1.1% | $6,247-27.2% | $3,848+18.2% |
| Admin fee / account holder | $2 | $72-97.2% | $9,244-100.0% | $67-97.0% |