Filed June 26, 2024 (most recent of 2 filings on file)
Total covered: 22 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $531,109 |
AON CONSULTING9+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $268,696 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $256,312 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $209,072 |
BLACKROCK4 years Service code 28 · EIN 94-3112180 | Investment Management | $25,298 |
GRANT THORNTON LLP9+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $19,633 |
L & S VENTURES LLC4 years Filed as: L&S VENTURES, LLC Service code 17 · EIN 75-3228476 | Pension Consulting | $11,891 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 95-2632339 | Investment Management | $9,249 |
LEGAL & GENERAL INVESTMENT9+ years Service code 28 · EIN 20-8058531 | Investment Management | $5,628 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $422,209-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.4%-2.4pp |
| Annual return | 7.08% | 9.98%-2.9pp | 12.68%-5.6pp | 22.81%-15.7pp |
| Employer contribution / active EE | $0 | $15,842-100.0% | $41,609-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $285-100.0% | $96-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,609-100.0% | $85,222-100.0% |