Filed October 4, 2022 (most recent of 5 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC10+ years Filed as: HEWITT ASSOCIATES Service code 17 · EIN 36-2235791 | Pension Consulting | $1,343,412 |
AON CONSULTING3 years Filed as: AON CONSULTING INC Service code 11 · EIN 36-3642411 | Actuarial | $362,887 |
KILPATRICK TOWNSEND10+ years Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 29 · EIN 58-0511774 | Legal | $153,319 |
Filed as: BARROW, HANLEY, MEWHINNEY STRAUSS Service code 21 · EIN 75-2403190 | Bank Trustee | $143,907 |
COHN REZNICK LLP3 years Service code 10 · EIN 33-4144829 | Accounting | $105,450 |
US BANK10+ years Service code 26 · EIN 31-0841368 | Advisory (Participants) | $79,335 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $226,918-100.0% | $226,918-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 19.4%-19.4pp | 17.5%-17.5pp | 39.2%-39.2pp |
| Annual return | -94.29% | 8.93%-103.2pp | 9.49%-103.8pp | 13.91%-108.2pp |
| Employer contribution / active EE | $0 | $31,546-100.0% | $29,215-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $190-100.0% | $359-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $16,566-100.0% | $16,566-100.0% | $41,846-100.0% |