Filed October 27, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6+ years Filed as: AON HEWITT Service code 11 · EIN 27-2436452 200 EAST RANDOLPH STREET, STE 1500 · CHICAGO, IL 60601 | Actuarial | $270,371 |
UNIVERSAL DATA CORPORATION6+ years Service code 15 · EIN 41-2002379 331 SECOND AVENUE SOUTH, SUITE 820 · MINNEAPOLIS, MN 55401 | Recordkeeping | $261,993 |
PRIVATE ADVISOR GROUP LLC6+ years Filed as: PRIVATE BANK AND TRUST CO Service code 27 120 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Advisory (Plan) | $34,306 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK, NA Service code 19 · EIN 41-6257133 INSTITUTIONAL TRUST SERVICES · MINNEAPOLIS, MN 55479 | Securities Custodian | $16,918 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $247,190-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 1.7%-1.7pp |
| Annual return | 11.35% | 9.30%+2.1pp | 7.87%+3.5pp | 627.08%-615.7pp |
| Employer contribution / active EE | $9,804 | $21,052-53.4% | $31,784-69.2% | $18,824-47.9% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $241-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $240,514-100.0% | $1,923-100.0% |