Filed April 29, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $82,200 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $26,251 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL Service code 28 · EIN 94-3289737 | Investment Management | $20,473 |
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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 | $56,828-100.0% | $476,019-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.3%-5.3pp | 46.4%-46.4pp |
| Annual return | -2.05% | -0.75%-1.3pp | 4.36%-6.4pp | -82.67%+80.6pp |
| Employer contribution / active EE | $750,000 | $45,586+1545.2% | $27,383+2638.9% | $43,771+1613.5% |
| Participant deferral / active EE | $0 | $51-100.0% | $75-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,727-100.0% | $14,020-100.0% | $11,204-100.0% |