Filed July 19, 2022
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 14 · EIN 22-2232264 | Plan Administrator | $430,721 |
Service code 25 · EIN 13-5160382 | Directed Trustee | $256,040 |
Filed as: TOWERS WATSON DELEWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $117,953 |
HAGER STRATEGIC2 years Filed as: HAGER STRATEGIC INC. Service code 17 · EIN 52-1942556 | Pension Consulting | $33,500 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN INCORPORATED Service code 11 · EIN 91-0675641 | Actuarial | $27,500 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 12.08% | 9.47%+2.6pp | 7.32%+4.8pp | 15.63%-3.5pp |
| Employer contribution / active EE | $2,301 | $9,065-74.6% | $23,426-90.2% | $11,476-79.9% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |