Filed April 2, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $231,515 |
MILLIMAN, INC.3 years Service code 11 · EIN 91-0675641 | Actuarial | $171,693 |
DEMARCHE ASSOCIATES, INC.9+ years Filed as: DEMARCHE ASSOCIATES Service code 28 · EIN 43-1493130 | Investment Management | $50,000 |
BDO USA, LLP9+ years Service code 10 · EIN 13-5381590 | Accounting | $28,796 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $25,864 |
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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 | $9,556,684-100.0% | $431,983-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 66.7%-66.7pp | 2.4%-2.4pp |
| Annual return | 9.90% | 22.81%-12.9pp | 9.65%+0.3pp | 22.81%-12.9pp |
| Employer contribution / active EE | $33,896 | $18,290+85.3% | $50,020-32.2% | $18,290+85.3% |
| Participant deferral / active EE | $0 | $603-100.0% | $62-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $35,292-100.0% | $85,222-100.0% |