Filed November 7, 2023 (most recent of 2 filings on file)
Total covered: 37 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $98,792 |
PNC BANK, N.A.2+ years Filed as: PNC Service code 21 20 STANWIX STREET · PITTSBURGH, PA 152224802 | Bank Trustee | $40,233 |
RYAN LABS ASSET MANAGEMENT2+ years Filed as: RYAN LABS ASSET MANAGEMENT INC. Service code 28 · EIN 13-3451974 | Investment Management | $40,106 |
BOYD WATTERSON ASSET MANAGEMENT2+ years Service code 28 · EIN 36-3027981 | Investment Management | $26,081 |
COMERICA BANK2+ years Filed as: COMMERICA BANK Service code 28 · EIN 42-1741646 | Investment Management | $9,285 |
SEI INVESTMENTS1 year Filed as: COOKE & BEILER LP Service code 28 · EIN 23-3082822 | Investment Management | $7,493 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 8.72% | 10.93%-2.2pp | 10.16%-1.4pp | 13.95%-5.2pp |
| Employer contribution / active EE | $0 | $10,209-100.0% | $33,192-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |