Filed July 19, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $794,196 |
MERCER1+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $104,829 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $50,519 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN INCORPORATED Service code 11 · EIN 91-0675641 | Actuarial | $26,649 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS AND BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $6,433 |
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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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -0.71% | -1.23%+0.5pp | -3.43%+2.7pp | 1.67%-2.4pp |
| Employer contribution / active EE | $1,338 | $11,541-88.4% | $25,607-94.8% | $10,506-87.3% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |