Filed March 20, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6 years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,008,511 |
AON CONSULTING2 years Filed as: AON HEWITT Service code 11 · EIN 22-2232264 | Actuarial | $528,099 |
REAMS ASSET MANAGEMENT7+ years Service code 28 · EIN 43-1925734 | Investment Management | $411,688 |
NORTHERN TRUST COMPANY7+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $397,800 |
Filed as: STANDISH MELLON ASSET MGMT Service code 28 · EIN 25-1890416 | Investment Management | $347,170 |
Filed as: BRANDYWINE GLOBAL INVESTMENT, LLC Service code 28 · EIN 51-0294065 | Investment Management | $244,047 |
JOHNSON BANK7+ years Filed as: JOHNSON INVESTMENT COUNSEL Service code 28 · EIN 31-1801770 | Investment Management | $226,733 |
Service code 28 · EIN 13-3200244 | Investment Management | $154,282 |
FORD & HARRISON LLP4 years Service code 29 · EIN 58-1314995 | Legal | $152,463 |
HM CAPITAL MANAGEMEN1 year Filed as: HM CAPITAL Service code 16 · EIN 20-3287389 | Consulting | $148,438 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
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 | -2.01% | 9.47%-11.5pp | 7.32%-9.3pp | 15.63%-17.6pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| 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% |