Filed April 2, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 11 · EIN 91-0675641 | Actuarial | $140,791 |
DEMARCHE ASSOCIATES, INC.8+ years Filed as: DEMARCHE ASSOCIATES Service code 28 · EIN 43-1493130 | Investment Management | $50,000 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $29,269 |
BDO USA, LLP8+ years Service code 10 · EIN 13-5381590 | Accounting | $26,100 |
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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 | $46,984-100.0% | $333,750-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 48.6%-48.6pp | 5.6%-5.6pp |
| Annual return | -26.14% | 39.82%-66.0pp | -9.60%-16.5pp | 39.82%-66.0pp |
| Employer contribution / active EE | $55,964 | $19,980+180.1% | $56,630-1.2% | $19,980+180.1% |
| Participant deferral / active EE | $0 | $614-100.0% | $124-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $5,181-100.0% | $62-100.0% |