Filed October 15, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 17 · EIN 22-2232264 | Pension Consulting | $816,878 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $312,452 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $5,260 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,977 | $187,373+67.0% | $91,004+243.9% | $80,976+286.5% |
| Participation rate | 96.4% | 87.5%+9.0pp | 75.6%+20.8pp | 68.3%+28.2pp |
| Annual return | 30.10% | 16.95%+13.2pp | 4.60%+25.5pp | 22.91%+7.2pp |
| Employer contribution / active EE | $6,237 | $5,838+6.8% | $2,456+154.0% | $2,402+159.6% |
| Participant deferral / active EE | $12,223 | $8,375+45.9% | $3,548+244.5% | $3,848+217.6% |
| Admin fee / account holder | $62 | $91-32.7% | $5,417-98.9% | $67-8.8% |