Filed February 3, 2023 (most recent of 2 filings on file)
Total covered: 22 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $244,000 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $160,000 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $38,000 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BNY MELLON Service code 21 · EIN 13-4263716 | Bank Trustee | $36,000 |
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 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 4.76% | 20.09%-15.3pp | 15.31%-10.5pp | 37.77%-33.0pp |
| Employer contribution / active EE | $4,642 | $15,382-69.8% | $28,686-83.8% | $15,798-70.6% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |