Filed October 27, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 27-2436452 200 EAST RANDOLPH STREET, STE 1500 · CHICAGO, IL 60601 | Actuarial | $298,271 |
UNIVERSAL DATA CORPORATION2+ years Service code 15 · EIN 41-2002379 331 SECOND AVENUE SOUTH, SUITE 820 · MINNEAPOLIS, MN 55401 | Recordkeeping | $261,993 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK, NA Service code 19 · EIN 41-6257133 INSTITUTIONAL TRUST SERVICES · MINNEAPOLIS, MN 55479 | Securities Custodian | $58,480 |
PRIVATE ADVISOR GROUP LLC2+ years Filed as: PRIVATE BANK AND TRUST CO Service code 27 120 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Advisory (Plan) | $31,214 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 5.35% | 4.08%+1.3pp | 3.97%+1.4pp | 11.88%-6.5pp |
| Employer contribution / active EE | $51,613 | $19,692+162.1% | $28,168+83.2% | $14,612+253.2% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |