Filed February 3, 2023 (most recent of 2 filings on file)
Total covered: 22 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $414,000 |
AON CONSULTING4 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $182,000 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON Service code 21 · EIN 13-4263716 | Bank Trustee | $28,000 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $24,000 |
ALIGHT SOLUTIONS LLC4 years Service code 16 · EIN 82-1061233 | Consulting | $9,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $53,690-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -22.56% | -11.26%-11.3pp | -4.80%-17.8pp | 2.78%-25.3pp |
| Employer contribution / active EE | $908 | $17,131-94.7% | $30,897-97.1% | $15,276-94.1% |
| Participant deferral / active EE | $0 | $17-100.0% | $64-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $40,849-100.0% | $1,015-100.0% |