Filed November 25, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 164 NORTHERN AVE · BOSTON, MA 02210 | Recordkeeping Fees | $374,454 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ENNIS KNUPP, INC Service code 17 · EIN 36-3109431 39584 TREASURY CTR · CHICAGO, IL 606949000 | Pension Consulting | $67,804 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $22,900 |
TIAA1 year Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $8,021 |
DAVID ROMANO2 years Filed as: DAVID K. CARBONI DBA DKC RETIREMENT Service code 16 · EIN 06-1466133 66 SPRING GLEN TERRANCE · HAMDEN, CT 065171535 | Consulting | $5,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,336 | $109,303-22.8% | $69,480+21.4% | $82,204+2.6% |
| Participation rate | 67.3% | 74.9%-7.6pp | 74.6%-7.3pp | 73.4%-6.1pp |
| Annual return | 17.27% | 20.08%-2.8pp | 28.99%-11.7pp | 26.31%-9.0pp |
| Employer contribution / active EE | $4,859 | $5,149-5.6% | $2,780+74.8% | $2,707+79.5% |
| Participant deferral / active EE | $0 | $4,210-100.0% | $3,537-100.0% | $4,246-100.0% |
| Admin fee / account holder | $53 | $29+82.1% | $3,840-98.6% | $76-29.7% |