Filed August 8, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7+ years Filed as: FID INVEST INST OPS CO Service code 12 · EIN 04-2647786 | Contract Administrator; Consulting (p... | $1,711,897 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 94-3112180 | Investment Management | $378,027 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 50 · EIN 36-3109431 | Direct Payment | $267,188 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $166,200 |
ERNST & YOUNG LLP7+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $95,000 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $76,096 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN, LEWIS, & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $29,816 |
Filed as: NORTHEAST RETIREMENT SERVICES Service code 50 12 GILL STREET · WOBURN, MA 01801 | Direct Payment | $22,500 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $19,000 |
CHRISTOPHER BROUSAIDES1 year Filed as: CHRISTOPHER C GECZY Service code 17 108 SPRINGHOUSE LANE · NEWTON SQUARE, PA 19073 | Pension Consulting | $11,970 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $220,551-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.0%0pp |
| Annual return | -2.37% | 13.51%-15.9pp | 7.32%-9.7pp | 13.51%-15.9pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $23,426-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $107-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $9,522-100.0% | - |