Filed April 2, 2024
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Service code 11 · EIN 23-2293237 | Actuarial | $99,475 |
Filed as: BANK OF AMERICA Service code 21 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $78,197 |
BOND, SCHOENECK & KING, PLLC3 years Service code 29 · EIN 27-0015651 | Legal | $26,189 |
DATA RESEARCH GROUP3 years Filed as: DATA MATION PRINTING Service code 49 623 ENGLEWOOD AVE · BUFFALO, NY 14223 | Other Services | $10,751 |
BOBBITT, PITTENGER & CO P.A.4+ years Service code 10 · EIN 65-0437100 | Accounting | $10,500 |
Service code 11 4500 KRUSE WAY, SUITE 200 · LAKE OSWEGO, OR 97035 | Actuarial | $5,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $204,001-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 0.0%0pp |
| Annual return | 12.20% | 16.64%-4.4pp | -100.31%+112.5pp | 21.83%-9.6pp |
| Employer contribution / active EE | $524 | $7,557-93.1% | $18,686-97.2% | $12,237-95.7% |
| Participant deferral / active EE | $0 | $8-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,604-100.0% | $1,551,325-100.0% |