Filed February 3, 2023 (most recent of 2 filings on file)
Total covered: 22 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $365,000 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON Service code 21 · EIN 13-4263716 | Bank Trustee | $280,000 |
ALIGHT SOLUTIONS LLC1 year Service code 16 · EIN 82-1061233 | Consulting | $230,000 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $105,000 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $13,000 |
Filed as: JP MORGAN INVESTMENT MGMT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $7,300 |
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 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | -115.15% | 36.82%-152.0pp | 18.06%-133.2pp | 53.27%-168.4pp |
| Employer contribution / active EE | $203,540 | $13,338+1426.0% | $30,411+569.3% | $14,774+1277.7% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |