Filed March 18, 2025
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 28 · EIN 04-2452803 | Investment Management | $1,642,262 |
MERCER4 years Filed as: MERCER (US) INC Service code 50 · EIN 13-2834414 | Direct Payment | $594,663 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: J.P.MORGAN INVESTMENT Service code 28 · EIN 13-3200244 | Investment Management | $400,875 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $351,638 |
THE BANK OF NEW YORK MELLON5 years Service code 18 · EIN 13-5160382 | Investment management fees paid direc... | $206,029 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $51,250 |
SPENCER FANE LLP7+ years Filed as: SPENCER FANE BRITT & BROWNE Service code 29 · EIN 44-0561981 | Legal | $12,810 |
Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 50 · EIN 34-1874260 | Direct Payment | $5,005 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 18.17% | 18.61%-0.4pp | 4.95%+13.2pp | 9.30%+8.9pp |
| Employer contribution / active EE | $7,412 | $11,871-37.6% | $20,917-64.6% | $12,551-40.9% |
| Participant deferral / active EE | $0 | $119-100.0% | $188-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |