Filed September 30, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COOP. BANKS EMPLOYEES RET ASSN.2+ years Service code 14 · EIN 04-6035593 | Plan Administrator | $75,298 |
NEPC, LLC2+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $61,128 |
ACADIAN ASSET MANAGEMENT LLC2+ years Service code 28 · EIN 04-2929221 | Investment Management | $30,012 |
SELECT EQUITY GROUP, L.P.2+ years Service code 28 · EIN 46-3465710 | Investment Management | $28,213 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 · EIN 36-4291971 | Actuarial | $27,095 |
WOLF & COMPANY, P.C.1 year Service code 10 · EIN 04-2689883 | Accounting | $17,500 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Direct paymen... | $13,927 |
COPELAND CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 20-3145515 | Investment Management | $13,672 |
Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $5,320 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,981-100.0% | $362,190-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 15.3%-15.3pp |
| Annual return | 11.27% | 9.00%+2.3pp | 51.06%-39.8pp | 9.75%+1.5pp |
| Employer contribution / active EE | $0 | $8,984-100.0% | $33,707-100.0% | $13,830-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $191-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | $354,836-100.0% | $2,810-100.0% |