Filed October 15, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Service code 17 · EIN 22-2232264 | Pension Consulting | $1,483,877 |
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $364,326 |
NORTHERN TRUST COMPANY5 years Service code 21 · EIN 36-1561860 | Bank Trustee | $7,764 |
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 | $373,045 | $430,560-13.4% | $98,920+277.1% | $106,273+251.0% |
| Participation rate | 96.6% | 86.2%+10.4pp | 76.0%+20.5pp | 70.8%+25.8pp |
| Annual return | 20.62% | 17.89%+2.7pp | 196.47%-175.9pp | 21.70%-1.1pp |
| Employer contribution / active EE | $6,692 | $6,804-1.6% | $2,689+148.8% | $2,722+145.8% |
| Participant deferral / active EE | $13,642 | $9,623+41.8% | $4,245+221.4% | $4,601+196.5% |
| Admin fee / account holder | $23 | $220-89.6% | $6,643-99.7% | $78-70.8% |