Filed August 19, 2022 (most recent of 2 filings on file)
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $338,789 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 28 · EIN 13-5674085 | Investment Management | $279,898 |
Service code 28 · EIN 22-3361201 | Investment Management | $117,954 |
BLACKROCK10+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 20-5319476 | Investment Management | $100,549 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $53,697 |
PENSION ASSURANCE LLP10+ years Service code 10 · EIN 30-0840934 | Accounting | $22,000 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 1.57% | 5.48%-3.9pp | 9.82%-8.2pp | 9.30%-7.7pp |
| Employer contribution / active EE | $3,583 | $9,127-60.7% | $30,322-88.2% | $12,551-71.5% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |