Filed May 17, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH & MANAGEMENT INC. Service code 28 · EIN 04-2955404 | Investment Management | $401,156 |
NEPC, LLC4 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $229,147 |
MILLIMAN, INC.2 years Service code 11 · EIN 91-0675641 | Actuarial | $129,168 |
US BANK10+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $84,870 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $35,430 |
STATE STREET GLOBAL ADVISORS4 years Service code 28 · EIN 81-4017137 | Investment Management | $23,506 |
Service code 28 · EIN 99-2539506 | Investment Management | $10,417 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 1.88% | 9.45%-7.6pp | 5.04%-3.2pp | 7.65%-5.8pp |
| Employer contribution / active EE | $0 | $14,895-100.0% | $26,454-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |