Filed April 25, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER INVESTMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $135,557 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $71,800 |
FINDLEY3+ years Filed as: FINDLEY DAVIES Service code 15 · EIN 34-1213174 | Recordkeeping | $47,700 |
Service code 21 · EIN 31-1051736 | Bank Trustee | $32,381 |
HUNGERFORD NICHOLS3+ years Service code 10 · EIN 38-2184825 | Accounting | $10,800 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $1,637,423-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.9%-1.9pp |
| Annual return | 16.87% | 13.06%+3.8pp | 15.63%+1.2pp | 23.90%-7.0pp |
| Employer contribution / active EE | $11,997 | $19,111-37.2% | $56,677-78.8% | $16,539-27.5% |
| Participant deferral / active EE | $0 | $0 | $93-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $0 | $18,975-100.0% |