Filed November 25, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 200 E. RANDOLPH STREET · CHICAGO, IL 60601 | Advisory (Plan) | $47,250 |
BDO USA, LLP1 year Filed as: BDO USA P.C. Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $25,879 |
Filed as: FIDELITY INV INST OP'S CO INC Service code 37 · EIN 04-2647786 164 NORTHERN AVE · BOSTON, MA 02110 | Loan Processing | $0 |
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 | $112,564 | $111,545+0.9% | $64,101+75.6% | $103,590+8.7% |
| Participation rate | 89.6% | 74.9%+14.7pp | 72.3%+17.3pp | 73.3%+16.3pp |
| Annual return | 16.48% | 17.80%-1.3pp | 33.72%-17.2pp | 33.13%-16.7pp |
| Employer contribution / active EE | $0 | $4,573-100.0% | $2,749-100.0% | $3,213-100.0% |
| Participant deferral / active EE | $6,613 | $4,715+40.3% | $3,881+70.4% | $5,214+26.8% |
| Admin fee / account holder | $41 | $45-9.6% | $3,070-98.7% | $114-64.3% |