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 | $648,688 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $157,852 |
Service code 28 · EIN 22-3361201 | Investment Management | $127,284 |
BLACKROCK7+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 20-5319476 | Investment Management | $125,814 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $70,907 |
PENSION ASSURANCE LLP7+ years Service code 10 · EIN 30-0840934 | Accounting | $22,000 |
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Employer contribution per participant 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 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 5.85% | 35.98%-30.1pp | 10.75%-4.9pp | 15.63%-9.8pp |
| Employer contribution / active EE | $1,039 | $8,396-87.6% | $35,170-97.0% | $11,476-90.9% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |