Filed January 6, 2022 (most recent of 3 filings on file)
Total covered: 139 employees
| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 20-5853753 | Investment Management | $640,102 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC Service code 27 43 SE MAIN STREET · MINNEAPOLIS, MN 55414 | Advisory (Plan) | $301,485 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $230,187 |
AON CONSULTING4+ years Filed as: AON CONSULTING INC NJ Service code 11 · EIN 22-2232264 | Actuarial | $58,253 |
THE BANK OF NEW YORK MELLON4+ years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 27 201 WASHINGTON ST · BOSTON, MA 02108 | Advisory (Plan) | $38,036 |
Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $7,716 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -6.12% | -0.94%-5.2pp | -2.18%-3.9pp | 33.37%-39.5pp |
| Employer contribution / active EE | $32,017 | $12,464+156.9% | $38,751-17.4% | $11,253+184.5% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |