Filed July 16, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 65 · EIN 53-0181291 | Account Maintenance | $1,699,111 |
Service code 65 · EIN 06-0810627 | Account Maintenance | $764,722 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK AND TRUST Service code 65 · EIN 04-1867445 | Account Maintenance | $329,306 |
TEMPO HOLDING COMPANY, LLC3 years Service code 65 · EIN 82-1061233 | Account Maintenance | $246,579 |
NEPC, LLC1 year Service code 16 · EIN 26-1429809 | Consulting | $188,998 |
AON CONSULTING8+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $159,824 |
TECHUMEN LLC2 years Service code 65 · EIN 26-4374310 | Account Maintenance | $120,000 |
SHEPPARD MULLIN2 years Filed as: SHEPPARD MULLIN RICHTER Service code 29 · EIN 95-1463164 | Legal | $74,308 |
Filed as: JOHN HANCOCK Service code 99 · EIN 04-1414660 | Other Fees | $57,999 |
AETNA LIFE INSURANCE COMPANY8+ years Service code 49 · EIN 06-6033492 | Other Services | $54,625 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -6.74% | 17.17%-23.9pp | 179.55%-186.3pp | 23.41%-30.2pp |
| Employer contribution / active EE | $20,178 | $11,568+74.4% | $24,917-19.0% | $12,650+59.5% |
| Participant deferral / active EE | $1 | $1,827-99.9% | $463-99.8% | $1,474-99.9% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |