Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5 years Filed as: AON CONSULTING SERVICES Service code 11 1 LIBERTY ST · NEW YORK, NY 10006 | Actuarial | $653,948 |
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD Service code 21 · EIN 23-2186884 | Bank Trustee | $422,519 |
MERCER1 year Service code 15 · EIN 20-8382606 | Recordkeeping | $11,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $56,546-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 50.6%-50.6pp | 1.5%-1.5pp |
| Annual return | -19.85% | 23.41%-43.3pp | -11.22%-8.6pp | 23.41%-43.3pp |
| Employer contribution / active EE | $8,584 | $12,650-32.1% | $32,882-73.9% | $12,650-32.1% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $579-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,473-100.0% | $14,884-100.0% |