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 | $2,518,523 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $977,932 |
FCA US LLC1+ years Service code 14 · EIN 27-0187394 | Plan Administrator | $280,716 |
HAGER STRATEGIC1+ years Service code 49 · EIN 52-1942556 | Other Services | $130,398 |
THE MURRAY LAW GROUP, LLC1+ years Filed as: THE MURRAY LAW GROUP, P.C. Service code 29 · EIN 38-3277185 | Legal | $117,355 |
ZOLL KRANZ AND BORGES LLC1+ years Service code 29 6620 WEST CENTRAL AVENUE #100 · TOLEDO, OH 43617 | Legal | $35,915 |
NATIONWIDE1+ years Filed as: NATIONWIDE I.M.E. Service code 49 671 EAST BIG BEAVER, SUITE 101 · TROY, MI 48083 | Other Services | $11,940 |
US EVALUATION SERVICES LLC1+ years Service code 49 · EIN 26-1278155 | Other Services | $11,850 |
Service code 12 · EIN 36-2685608 | Direct payment from the plan; Other s... | $5,438 |
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 | $47,522-100.0% | $522,682-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 12.6%-12.6pp | 9.2%-9.2pp |
| Annual return | -0.77% | -0.08%-0.7pp | -3.43%+2.7pp | -0.08%-0.7pp |
| Employer contribution / active EE | $7,163 | $7,991-10.4% | $25,607-72.0% | $7,991-10.4% |
| Participant deferral / active EE | $0 | $325-100.0% | $77-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $13,511-100.0% | $275-100.0% |