Filed October 4, 2022 (most recent of 5 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-3642411 | Actuarial | $378,889 |
Service code 21 · EIN 75-2403190 | Bank Trustee | $137,814 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 17 · EIN 36-2235791 | Pension Consulting | $102,256 |
US BANK2+ years Service code 26 · EIN 31-0841368 | Advisory (Participants) | $98,325 |
Filed as: EPOCH INVESTMENT PARTNERS, INC Service code 21 · EIN 20-1003862 | Bank Trustee | $29,764 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN EX-US EQUITY FUND, LP Service code 21 · EIN 98-0117968 | Bank Trustee | $19,387 |
COHNREZNICK LLP2+ years Service code 10 · EIN 22-1478099 | Accounting | $18,000 |
Service code 21 1 LINCOLN CENTER, 34TH FLOOR · BOSTON, MA 02111 | Bank Trustee | $16,848 |
KILPATRICK TOWNSEND2+ years Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 29 · EIN 58-0511774 | Legal | $16,808 |
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Annual investment return 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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 4.47% | 12.52%-8.1pp | 9.39%-4.9pp | 23.90%-19.4pp |
| Employer contribution / active EE | $10,432 | $13,977-25.4% | $33,466-68.8% | $16,539-36.9% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |