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 | $501,508 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $197,589 |
BLACKROCK2+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 20-5319476 | Investment Management | $103,223 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $90,075 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMET,LLC Service code 28 · EIN 22-3361201 | Investment Management | $80,540 |
Filed as: LATEEF INVESTMENT MANAGEMENT LP Service code 28 300 DRAKES LANDING ROAD · GREENBRAE, CA 94904 | Investment Management | $68,968 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $59,105 |
PENSION ASSURANCE LLP2+ years Service code 10 · EIN 30-0840934 | Accounting | $51,500 |
WEAVER C. BARKSDALE & ASSOCIATES2+ years Filed as: WEAVER C. BARKSDALE & ASSOCIATES, I Service code 28 · EIN 62-1217255 | Investment Management | $5,266 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 5.75% | 9.41%-3.7pp | 5.00%+0.7pp | 9.19%-3.4pp |
| Employer contribution / active EE | $996 | $8,353-88.1% | $35,918-97.2% | $12,608-92.1% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |