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 | $253,677 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $233,613 |
BLACKROCK9+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 20-5319476 | Investment Management | $99,252 |
Service code 28 · EIN 22-3361201 | Investment Management | $99,091 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $67,127 |
PENSION ASSURANCE LLP9+ years Service code 10 · EIN 30-0840934 | Accounting | $22,000 |
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Participant 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 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 12.52% | 9.71%+2.8pp | 32.33%-19.8pp | 9.11%+3.4pp |
| Employer contribution / active EE | $2,687 | $7,317-63.3% | $33,964-92.1% | $12,231-78.0% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |