Filed October 4, 2022 (most recent of 5 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-3642411 | Actuarial | $388,430 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ASSOCIATES Service code 17 · EIN 36-2235791 | Pension Consulting | $183,337 |
Service code 21 · EIN 75-2403190 | Bank Trustee | $161,731 |
US BANK3+ years Service code 26 · EIN 31-0841368 | Advisory (Participants) | $109,439 |
COHNREZNICK LLP3+ years Service code 10 · EIN 22-1478099 | Accounting | $35,000 |
KILPATRICK TOWNSEND3+ years Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 29 · EIN 58-0511774 | Legal | $24,107 |
STATE STREET GLOBAL ADVISORS2 years Service code 21 1 LINCOLN CENTER, 34TH FLOOR · BOSTON, MA 02111 | Bank Trustee | $15,355 |
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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 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | 4.90% | -1.84%+6.7pp | -0.67%+5.6pp | 0.19%+4.7pp |
| Employer contribution / active EE | $12,526 | $15,717-20.3% | $31,731-60.5% | $13,763-9.0% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |