Filed April 19, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $796,786 |
FINANCIAL ENGINES1+ years Filed as: FINANCIAL ENGINES, INC. Service code 26 · EIN 94-3250323 | Advisory (Participants) | $472,000 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $369,000 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON ASSET SERVICING Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $178,000 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 04-1867445 | Investment Management | $129,000 |
ANHEUSER-BUSCH COMPANIES, LLC1+ years Service code 14 · EIN 43-1162835 | Plan Administrator | $63,000 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 20 · EIN 25-1442864 | Direct payment from the plan; Trustee... | $49,000 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER Service code 27 · EIN 36-4001764 | Advisory (Plan) | $35,000 |
KFORCE, INC.1+ years Filed as: KFORCE PROFESSIONALS Service code 49 · EIN 59-3264661 | Other Services | $32,000 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON PENNSYLVANIA Service code 16 · EIN 23-1159360 | Consulting | $32,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,959 | $69,651+151.2% | $63,244+176.6% | $69,651+151.2% |
| Participation rate | 99.5% | 66.6%+33.0pp | 71.0%+28.5pp | 66.6%+33.0pp |
| Annual return | 1.53% | 53.77%-52.2pp | -70.31%+71.8pp | 53.77%-52.2pp |
| Employer contribution / active EE | $4,146 | $2,241+85.0% | $2,322+78.6% | $2,241+85.0% |
| Participant deferral / active EE | $5,895 | $3,635+62.1% | $2,953+99.6% | $3,635+62.1% |
| Admin fee / account holder | $117 | $63+85.0% | $5,893-98.0% | $63+85.0% |