Filed August 8, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO8+ years Filed as: FID INVEST INST OPS CO Service code 12 · EIN 04-2647786 | Direct payment from the plan; Consult... | $1,346,322 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 94-3112180 | Investment Management | $355,583 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 50 · EIN 36-3109431 | Direct Payment | $213,750 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $155,300 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $45,000 |
Filed as: NORTHEAST RETIREMENT SERVICES Service code 50 12 GILL STREET · WOBURN, MA 01801 | Direct Payment | $37,500 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $25,381 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $21,750 |
CHRISTOPHER BROUSAIDES2 years Filed as: CHRISTOPHER C GECZY Service code 17 108 SPRINGHOUSE LANE · NEWTON SQUARE, PA 19073 | Pension Consulting | $13,500 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN, LEWIS, & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $7,420 |
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 | $1,469,698-100.0% | $213,834-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -26.58% | 7.68%-34.3pp | -5.12%-21.5pp | 7.68%-34.3pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $31,020-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $101-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $2,852-100.0% | $19,323-100.0% |