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 | $333,627-100.0% | $205,371-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 56.2%-56.2pp | 35.7%-35.7pp |
| Annual return | 7.41% | 4.86%+2.6pp | 5.90%+1.5pp | 15.19%-7.8pp |
| Employer contribution / active EE | $18,181 | $32,229-43.6% | $24,714-26.4% | $34,877-47.9% |
| Participant deferral / active EE | $0 | $249-100.0% | $644-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $19,108-100.0% | $13,227-100.0% | $50,584-100.0% |