Filed June 1, 2022 (most recent of 4 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $100,229 |
KPMG LLP1+ years Filed as: KMPG, LLP Service code 10 · EIN 13-5565207 | Accounting | $60,100 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY TRUST COMPANY Service code 19 · EIN 13-6122956 | Securities Custodian | $24,685 |
LAZARD ASSET MANAGEMENT1+ years Service code 28 · EIN 05-0530199 | Investment Management | $18,614 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,192-100.0% | $252,559-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 50.9%-50.9pp | 15.7%-15.7pp |
| Annual return | -5.60% | -1.30%-4.3pp | -1.68%-3.9pp | -7.14%+1.5pp |
| Employer contribution / active EE | $10,323 | $17,978-42.6% | $44,959-77.0% | $14,613-29.4% |
| Participant deferral / active EE | $0 | $0 | $330-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,033-100.0% | $12,994-100.0% | $1,191-100.0% |