Filed April 2, 2024
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| Provider | Service type | Compensation |
|---|---|---|
M&T INVESTMENT GROUP1+ years Filed as: M AND T INVESTMENT GROUP Service code 18 · EIN 16-0538020 | Custodial (other than securities); Di... | $99,599 |
AON CONSULTING1+ years Service code 11 · EIN 23-2293237 | Actuarial | $85,306 |
BOBBITT, PITTENGER & CO P.A.1+ years Service code 10 · EIN 65-0437100 | Accounting | $9,200 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $111,575-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 0.0%0pp |
| Annual return | 0.85% | 13.53%-12.7pp | 18.87%-18.0pp | 9.19%-8.3pp |
| Employer contribution / active EE | $2,112 | $18,999-88.9% | $19,828-89.3% | $12,608-83.2% |
| Participant deferral / active EE | $0 | $0 | $68-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $262-100.0% | $2,655,710-100.0% |