Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT Service code 15 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Recordkeeping | $1,623,949 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $482,868 |
FCA US LLC1+ years Service code 14 · EIN 27-0187394 | Plan Administrator | $181,093 |
HAGER STRATEGIC1+ years Service code 49 · EIN 52-1942556 | Other Services | $84,189 |
THE MURRAY LAW GROUP, LLC1+ years Filed as: THE MURRAY LAW GROUP, P.C. Service code 29 · EIN 38-3277185 | Legal | $43,994 |
NORTON ROSE FULBRIGHT1+ years Filed as: NORTON ROSE FULLBRIGHT US LLP Service code 49 · EIN 74-1201087 | Other Services | $31,400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $522,682-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -0.64% | 3.11%-3.8pp | -3.43%+2.8pp | 3.11%-3.8pp |
| Employer contribution / active EE | $628 | $9,361-93.3% | $25,607-97.5% | $9,361-93.3% |
| Participant deferral / active EE | $0 | $375-100.0% | $77-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $13,511-100.0% | - |