Filed August 19, 2022 (most recent of 2 filings on file)
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 28 · EIN 13-5674085 | Investment Management | $464,650 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $254,724 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $110,514 |
Filed as: LATEEF INVESTMENT MANAGEMENT LP Service code 28 300 DRAKES LANDING ROAD · GREENBRAE, CA 94904 | Investment Management | $82,430 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMET,LLC Service code 28 · EIN 22-3361201 | Investment Management | $81,762 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $60,138 |
WEAVER C. BARKSDALE & ASSOCIATES1+ years Filed as: WEAVER C. BARKSDALE & ASSOCIATES, I Service code 28 · EIN 62-1217255 | Investment Management | $48,295 |
PENSION ASSURANCE LLP1+ years Service code 10 · EIN 30-0840934 | Accounting | $20,000 |
BLACKROCK1+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 20-5319476 | Investment Management | $12,835 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -3.09% | 4.01%-7.1pp | -2.01%-1.1pp | 1.67%-4.8pp |
| Employer contribution / active EE | $2,608 | $6,352-58.9% | $34,453-92.4% | $10,506-75.2% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |