Filed October 15, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Service code 17 · EIN 22-2232264 | Pension Consulting | $1,216,560 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $235,863 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $5,814 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $326,328 | $201,404+62.0% | $93,621+248.6% | $89,609+264.2% |
| Participation rate | 95.4% | 87.5%+7.9pp | 75.8%+19.5pp | 69.6%+25.8pp |
| Annual return | 18.09% | 23.05%-5.0pp | 32.76%-14.7pp | 33.65%-15.6pp |
| Employer contribution / active EE | $6,595 | $6,528+1.0% | $2,719+142.6% | $2,584+155.2% |
| Participant deferral / active EE | $13,283 | $9,208+44.3% | $4,070+226.4% | $4,222+214.6% |
| Admin fee / account holder | $74 | $89-17.7% | $7,890-99.1% | $72+2.6% |