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 | $496,889 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $197,528 |
WEAVER C. BARKSDALE & ASSOCIATES3+ years Filed as: WEAVER C. BARKSDALE & ASSOCIATES, I Service code 28 · EIN 62-1217255 | Investment Management | $108,109 |
BLACKROCK3+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 20-5319476 | Investment Management | $104,241 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $58,962 |
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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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 13.76% | 26.60%-12.8pp | 10.16%+3.6pp | 17.84%-4.1pp |
| Employer contribution / active EE | $3,018 | $7,232-58.3% | $33,192-90.9% | $14,688-79.5% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |