Filed October 4, 2022 (most recent of 5 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-3642411 | Actuarial | $391,443 |
Service code 21 · EIN 75-2403190 | Bank Trustee | $221,815 |
HEWITT ASSOCIATES LLC4+ years Filed as: HEWITT ASSOCIATES Service code 17 · EIN 36-2235791 | Pension Consulting | $163,066 |
US BANK4+ years Service code 26 · EIN 31-0841368 | Advisory (Participants) | $106,434 |
KILPATRICK TOWNSEND4+ years Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 29 · EIN 58-0511774 | Legal | $17,017 |
STATE STREET GLOBAL ADVISORS3 years Service code 21 1 LINCOLN CENTER · BOSTON, MA 02111 | Bank Trustee | $10,070 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,370,408-100.0% | $161,646-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 1.2%-1.2pp |
| Annual return | 4.72% | 15.47%-10.7pp | 12.93%-8.2pp | 53.27%-48.5pp |
| Employer contribution / active EE | $2,564 | $15,545-83.5% | $35,210-92.7% | $14,774-82.6% |
| Participant deferral / active EE | $0 | $814-100.0% | $458-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,659-100.0% | $13,289-100.0% |