Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING SERVICES Service code 16 1 LIBERTY ST · NEW YORK, NY 10006 | Consulting | $339,591 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 21 · EIN 23-2186884 | Bank Trustee | $232,518 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $182,543 |
MERCER3+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 36-2668272 | Actuarial | $116,595 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,578,776-100.0% | $110,792-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 58.3%-58.3pp | 0.0%0pp |
| Annual return | 6.26% | 33.37%-27.1pp | -0.33%+6.6pp | 33.37%-27.1pp |
| Employer contribution / active EE | $10,906 | $11,253-3.1% | $25,782-57.7% | $11,253-3.1% |
| Participant deferral / active EE | $0 | $819-100.0% | $928-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,824-100.0% | $99,113-100.0% |