Filed October 9, 2024
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| Provider | Service type | Compensation |
|---|---|---|
CUNI, RUST & STRENK1+ years Filed as: CUNI, RUST & STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $91,825 |
FUND DIRECT ADVISORS1+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 31-1229770 | Advisory (Plan) | $51,145 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $26,299 |
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Annual investment return 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 | $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 | 3.88% | 13.53%-9.7pp | 18.87%-15.0pp | 9.19%-5.3pp |
| Employer contribution / active EE | $3,554 | $18,999-81.3% | $19,828-82.1% | $12,608-71.8% |
| 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% |