Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Filed as: AON CONSULTING SERVICES Service code 11 1 LIBERTY ST · NEW YORK, NY 10006 | Actuarial | $485,757 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 21 · EIN 23-2186884 | Bank Trustee | $441,793 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $58,797 |
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 | $444,552-100.0% | $97,450-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 41.9%-41.9pp | 3.7%-3.7pp |
| Annual return | 18.51% | 15.63%+2.9pp | 10.56%+7.9pp | 15.63%+2.9pp |
| Employer contribution / active EE | $7,258 | $11,476-36.8% | $28,542-74.6% | $11,476-36.8% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $484-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1,464-100.0% | $429-100.0% |