Filed August 8, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO10+ years Filed as: FID INVEST INST OPS CO Service code 12 · EIN 04-2647786 | Contract Administrator; Consulting (p... | $1,224,044 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 94-3112180 | Investment Management | $413,764 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 50 · EIN 36-3109431 | Direct Payment | $230,137 |
MERCER2 years Filed as: MERCER US LLC Service code 11 · EIN 13-2834414 | Actuarial | $180,300 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $49,600 |
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746749 | Accounting | $46,800 |
THE BANK OF NEW YORK MELLON3 years Service code 19 · EIN 13-5160382 | Securities Custodian | $23,354 |
MORGAN LEWIS1 year Filed as: MORGAN LEWIS BROCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $9,626 |
CHRISTOPHER BROUSAIDES4 years Filed as: CHRISTOPHER C GECZY Service code 17 108 SPRINGHOUSE LANE · NEWTON SQUARE, PA 19073 | Pension Consulting | $9,000 |
Filed as: NORTHEAST RETIREMENT SERVICES, LLC Service code 50 · EIN 81-5140646 | Direct Payment | $7,500 |
Annual investment return 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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -2.24% | 8.85%-11.1pp | 5.04%-7.3pp | 8.85%-11.1pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $26,454-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $78-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |