Filed August 8, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Filed as: FID INVEST INST OPS CO Service code 12 · EIN 04-2647786 | Consulting (pension); Recordkeeping f... | $1,614,115 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $195,700 |
ERNST & YOUNG LLP4+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $71,924 |
CALLAN ASSOCIATES1 year Filed as: CALLAN LLC Service code 70 · EIN 94-2192581 | Consulting Fees | $52,942 |
Filed as: STATE STREET CORPORATION Service code 19 · EIN 04-1867445 | Securities Custodian | $25,992 |
CHRISTOPHER BROUSAIDES1 year Filed as: CHRISTOPHER GECZY Service code 99 108 SPRINGHOUSE LANE · NEWTON, PA 19073 | Other Fees | $6,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $157,466-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -4.43% | -1.95%-2.5pp | 12.68%-17.1pp | -1.95%-2.5pp |
| Employer contribution / active EE | $17,913 | $9,243+93.8% | $22,860-21.6% | $9,243+93.8% |
| Participant deferral / active EE | $0 | $425-100.0% | $123-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $2,825-100.0% | $62,356-100.0% |