Filed December 2, 2022 (most recent of 2 filings on file)
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INTERNATIONAL GREAT PLAINS Service code 11 · EIN 47-0813106 | Actuarial | $59,450 |
THE BANK OF NEW YORK MELLON6 years Filed as: BANK OF AMERICA Service code 25 · EIN 13-5674085 | Directed Trustee | $37,682 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $196,569-100.0% | $110,417-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 58.0%-58.0pp | 27.7%-27.7pp |
| Annual return | 7.41% | 0.70%+6.7pp | 4.13%+3.3pp | 15.59%-8.2pp |
| Employer contribution / active EE | $18,181 | $22,011-17.4% | $15,783+15.2% | $33,256-45.3% |
| Participant deferral / active EE | $0 | $588-100.0% | $1,006-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $22,216-100.0% | $15,244-100.0% | $21,009-100.0% |