Filed November 25, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 200 E. RANDOLPH STREET · CHICAGO, IL 60601 | Advisory (Plan) | $45,000 |
BDO USA, LLP7 years Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $24,896 |
Filed as: FIDELITY INV INST OP'S CO INC Service code 37 · EIN 04-2647786 164 NORTHERN AVE · BOSTON, MA 02110 | Loan Processing | -$32,601 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,110 | $95,445+16.4% | $60,874+82.5% | $78,044+42.4% |
| Participation rate | 88.6% | 72.5%+16.1pp | 73.1%+15.5pp | 74.4%+14.1pp |
| Annual return | -11.52% | -12.21%+0.7pp | 16.90%-28.4pp | 10.87%-22.4pp |
| Employer contribution / active EE | $0 | $3,900-100.0% | $2,701-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $6,343 | $4,558+39.2% | $3,817+66.2% | $5,084+24.8% |
| Admin fee / account holder | $41 | $46-11.5% | $3,224-98.7% | $79-48.7% |