Filed April 2, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Service code 11 · EIN 91-0675641 | Actuarial | $93,309 |
BUCK GLOBAL, LLC4 years Service code 11 · EIN 13-3954297 | Actuarial | $55,535 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $50,458 |
DEMARCHE ASSOCIATES, INC.7+ years Filed as: DEMARCHE ASSOCIATES Service code 17 · EIN 43-1493130 | Pension Consulting | $50,000 |
BDO USA, LLP7+ years Service code 10 · EIN 13-5381590 | Accounting | $23,500 |
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Annual investment return 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 | $82,186-100.0% | $274,299-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 39.8%-39.8pp | 3.6%-3.6pp |
| Annual return | 3.01% | 11.84%-8.8pp | 8.84%-5.8pp | 11.84%-8.8pp |
| Employer contribution / active EE | $42,373 | $17,339+144.4% | $67,498-37.2% | $17,339+144.4% |
| Participant deferral / active EE | $0 | $683-100.0% | $4-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $46,528-100.0% | $409-100.0% |