Filed August 6, 2024 (most recent of 5 filings on file)
Total covered: 165 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2945469 | Actuarial | $344,902 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULT, INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $212,241 |
VAUGHAN NELSON INVESTMENT MGMT4+ years Filed as: VAUGHAN NELSON INVESTMENT MGMT LP Service code 28 · EIN 04-3304963 | Investment Management | $155,304 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $150,398 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $103,251 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $73,941 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $145,218-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | -5.82% | -1.27%-4.5pp | -0.67%-5.2pp | 33.37%-39.2pp |
| Employer contribution / active EE | $15,069 | $12,021+25.4% | $31,731-52.5% | $11,253+33.9% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $473-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $28,383-100.0% | $99,113-100.0% |