Filed March 4, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PIERCE, FENNER AND SMITH2 years Filed as: PEIRCE PARK GROUP, INC. Service code 16 · EIN 51-0311895 | Consulting | $78,283 |
WILMINGTON TRUST4+ years Service code 21 · EIN 51-0179618 | Bank Trustee | $36,880 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -4.64% | 9.64%-14.3pp | -102.04%+97.4pp | 33.37%-38.0pp |
| Employer contribution / active EE | $5,693 | $8,034-29.1% | $36,232-84.3% | $11,253-49.4% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |