Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 21 · EIN 23-2186884 | Bank Trustee | $252,397 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $201,131 |
AON CONSULTING3 years Filed as: AON CONSULTING SERVICES Service code 11 1 LIBERTY ST · NEW YORK, NY 10006 | Actuarial | $38,790 |
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 | $0 | $75,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | 0.0%0pp |
| Annual return | 13.05% | 12.86%+0.2pp | 6.78%+6.3pp | 12.86%+0.2pp |
| Employer contribution / active EE | $5,179 | $13,687-62.2% | $28,542-81.9% | $13,687-62.2% |
| Participant deferral / active EE | $0 | $833-100.0% | $763-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,754-100.0% | - |