Filed April 29, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GROOM LAW GROUP2 years Service code 29 · EIN 52-1219029 | Legal | $203,373 |
Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $164,681 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $162,800 |
FID INV INST OPS CO2 years Service code 16 · EIN 04-2647786 | Consulting | $112,883 |
BLACKROCK4 years Filed as: BLACKROCK FINANCIAL Service code 28 · EIN 13-3806691 | Investment Management | $81,162 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $40,370 |
Filed as: DEMARCHE ASSOC. Service code 16 · EIN 43-1493130 | Consulting | $9,000 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,060-100.0% | $54,060-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 3.3%-3.3pp | 37.6%-37.6pp |
| Annual return | -3.24% | 7.73%-11.0pp | 36.37%-39.6pp | 9.30%-12.5pp |
| Employer contribution / active EE | $0 | $59,889-100.0% | $37,223-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $524-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $568-100.0% | $12,596-100.0% |