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 | $151,892-100.0% | $97,195-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 45.3%-45.3pp | 34.1%-34.1pp |
| Annual return | 7.41% | 3.50%+3.9pp | 5.08%+2.3pp | 13.02%-5.6pp |
| Employer contribution / active EE | $18,181 | $28,654-36.5% | $21,287-14.6% | $34,257-46.9% |
| Participant deferral / active EE | $0 | $341-100.0% | $803-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $26,557-100.0% | $19,300-100.0% | $39,117-100.0% |