Filed October 4, 2022 (most recent of 5 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-3642411 | Actuarial | $373,251 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 17 · EIN 36-2235791 | Pension Consulting | $109,120 |
Service code 21 · EIN 75-2403190 | Bank Trustee | $90,671 |
US BANK1+ years Service code 26 · EIN 31-0841368 | Advisory (Participants) | $85,481 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: EPOCH INVESTMENT PARTNERS, INC. Service code 21 · EIN 20-1003862 | Bank Trustee | $48,346 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN EX-US EQUITY FUND, LP Service code 21 · EIN 98-0117968 | Bank Trustee | $32,829 |
COHNREZNICK LLP1+ years Service code 10 · EIN 22-1478099 | Accounting | $23,750 |
KILPATRICK TOWNSEND1+ years Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 29 · EIN 58-0511774 | Legal | $7,759 |
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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 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 1.41% | 4.82%-3.4pp | 3.97%-2.6pp | 7.18%-5.8pp |
| Employer contribution / active EE | $30,016 | $12,725+135.9% | $28,168+6.6% | $13,095+129.2% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |