Filed September 30, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COOP. BANKS EMPLOYEES RET ASSN.1+ years Service code 14 · EIN 04-6035593 | Plan Administrator | $58,071 |
NEPC, LLC1+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $55,263 |
AGILIS PARTNERS LLC1+ years Service code 11 · EIN 04-3513306 | Actuarial | $28,800 |
ACADIAN ASSET MANAGEMENT LLC1+ years Service code 28 · EIN 04-2929221 | Investment Management | $27,307 |
HARDMAN JOHNSTON GLOBAL ADVISORS1+ years Service code 28 · EIN 13-3257590 | Investment Management | $19,467 |
SELECT EQUITY GROUP, L.P.1+ years Service code 28 · EIN 46-3465710 | Investment Management | $19,313 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $13,506 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTION TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $10,005 |
MONDRIAN INVESTMENT GROUP1+ years Service code 28 · EIN 56-2475915 | Investment Management | $8,501 |
Filed as: FIDELITY INSTITUTIONAL ASSET Service code 28 · EIN 20-2159373 | Investment Management | $6,072 |
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Participant contribution per participant 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 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 26.34% | 8.17%+18.2pp | 9.14%+17.2pp | 7.65%+18.7pp |
| Employer contribution / active EE | $14,706 | $16,702-11.9% | $40,523-63.7% | $20,582-28.6% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |