Filed November 7, 2023 (most recent of 2 filings on file)
Total covered: 37 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $411,180 |
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS ASSET MANAGEMENT INC. Service code 28 · EIN 13-3451974 | Investment Management | $48,947 |
PNC BANK, N.A.1+ years Filed as: PNC Service code 21 20 STANWIX STREET · PITTSBURGH, PA 152224802 | Bank Trustee | $47,412 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Service code 28 · EIN 36-3027981 | Investment Management | $36,312 |
COMERICA BANK1+ years Filed as: COMMERICA BANK Service code 28 · EIN 42-1741646 | Investment Management | $17,554 |
SEI INVESTMENTS1+ years Filed as: COOKE & BEILER Service code 28 · EIN 23-3082822 | Investment Management | $11,043 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $8,488 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | -38.61% | 45.66%-84.3pp | 5.00%-43.6pp | 11.88%-50.5pp |
| Employer contribution / active EE | $131,973 | $9,637+1269.5% | $35,918+267.4% | $14,612+803.2% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |