Filed October 9, 2024
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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS4+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 31-1229770 | Advisory (Plan) | $18,426 |
THE BANK OF NEW YORK MELLON4+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $8,463 |
CUNI, RUST & STRENK4+ years Filed as: CUNI, RUST & STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $8,200 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| 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 | 4.30% | 16.64%-12.3pp | -100.31%+104.6pp | 21.83%-17.5pp |
| Employer contribution / active EE | $1,169 | $7,557-84.5% | $18,686-93.7% | $12,237-90.5% |
| 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% |