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 | $509,812 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $219,671 |
BLACKROCK5+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 20-5319476 | Investment Management | $121,858 |
Service code 28 · EIN 22-3361201 | Investment Management | $80,686 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $46,579 |
PENSION ASSURANCE LLP5+ years Service code 10 · EIN 30-0840934 | Accounting | $22,000 |
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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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 20.77% | 34.64%-13.9pp | 20.73%0pp | 21.83%-1.1pp |
| Employer contribution / active EE | $7,809 | $7,654+2.0% | $36,503-78.6% | $12,237-36.2% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |