Filed November 2, 2022 (most recent of 9 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2647786 | Advisory (Plan) | $920,629 |
CALLAN ASSOCIATES2 years Filed as: CALLAN LLC Service code 27 ONE BUSH STREET SUITE 700 · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $192,000 |
MILLIMAN, INC.1 year Filed as: MILLMAN, INC. Service code 64 6000 FREEDOM SQUARE DR. SUITE 100 · CLEVELAND, OH 44131 | Recordkeeping Fees | $136,200 |
AON CONSULTING7 years Filed as: AON CONSULTING INC. Service code 15 · EIN 36-2235791 | Recordkeeping | $127,029 |
BLACKROCK7 years Filed as: BLACKROCK INSTUTIONAL TRUST COMPANY Service code 21 · EIN 94-3112180 | Bank Trustee | $83,704 |
THOMPSON HINE5 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $25,829 |
MEADEN & MOORE, LTD.7 years Service code 10 · EIN 34-1818258 | Accounting | $20,500 |
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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 12.12% | 5.34%+6.8pp | 9.17%+2.9pp | 9.30%+2.8pp |
| Employer contribution / active EE | $0 | $9,329-100.0% | $40,523-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |