Filed May 23, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $108,094 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $40,037 |
IVINS, PHILLIPS & BARKER1+ years Filed as: IVINS PHILIPS BARKER Service code 29 · EIN 52-1229560 | Legal | $24,178 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $17,500 |
SCHNEIDER DOWNS & CO., INC.1+ years Filed as: SCHNEIDER DOWN & COMPANY Service code 10 · EIN 25-1408703 | Accounting | $16,576 |
XEROX CORPORATION1+ years Service code 13 · EIN 16-0468020 | Contract Administrator | $11,451 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG Service code 16 · EIN 34-6565596 | Consulting | $9,154 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,677 | $54,890+136.2% | $63,244+105.0% | $59,188+119.1% |
| Participation rate | 87.0% | 75.6%+11.4pp | 71.0%+15.9pp | 69.4%+17.6pp |
| Annual return | -0.30% | 4.56%-4.9pp | -70.31%+70.0pp | 5.51%-5.8pp |
| Employer contribution / active EE | $4,917 | $1,831+168.6% | $2,322+111.8% | $2,098+134.4% |
| Participant deferral / active EE | $6,392 | $2,803+128.1% | $2,953+116.4% | $3,265+95.8% |
| Admin fee / account holder | $70 | $66+5.9% | $5,893-98.8% | $92-24.1% |