Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 15 4 OVERLOOK POINT · LINCONLSHIRE, IL 60069 | Recordkeeping | $16,764 |
NORTON ROSE FULBRIGHT1 year Filed as: NORTON ROSE FULLBRIGHT US LLP Service code 49 · EIN 74-1201087 | Other Services | $6,339 |
Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $6,113 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | -92.47% | 0.80%-93.3pp | 5.44%-97.9pp | 4.16%-96.6pp |
| Employer contribution / active EE | $0 | $37,563-100.0% | $25,481-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |