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 AND MANAGEMENT INC. Service code 28 · EIN 04-2955404 | Investment Management | $529,337 |
NEPC, LLC2 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $346,610 |
US BANK8+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $106,375 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON CIF SMALL CAP 2000 Service code 51 · EIN 04-2767481 | Investment Mgmt Fees | $66,999 |
MILLIMAN, INC.4 years Filed as: MILLIMAN INC. Service code 27 · EIN 26-1429809 | Advisory (Plan) | $56,669 |
SUTTON FROST CARY LLP8+ years Service code 10 · EIN 75-2593210 600 SIX FLAGS DR STE 600 · ARLINGTON, TX 76011 | Accounting | $51,000 |
WELLINGTON TRUST COMPANY1 year Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $8,592 |
Filed as: SSGA LONG U.S. TREASURY INDX NL FUN Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $6,558 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON INTER CREDIT CIF II Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $5,645 |
WTC CTF DIH1 year Filed as: WTC-CTF OPPORTUNISTIC FIXED INCOME Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $5,282 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,001-100.0% | $819,737-100.0% | $90,001-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 66.7%-66.7pp | 25.0%-25.0pp |
| Annual return | -19.62% | -17.67%-1.9pp | -12.65%-7.0pp | -17.67%-1.9pp |
| Employer contribution / active EE | $0 | $12,476-100.0% | $12,872-100.0% | $12,476-100.0% |
| Participant deferral / active EE | $0 | $0 | $9,000-100.0% | - |
| Admin fee / account holder | $0 | $611-100.0% | $32,963-100.0% | $611-100.0% |