Filed November 2, 2022 (most recent of 9 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1 year Service code 15 · EIN 36-2235791 | Recordkeeping | $661,250 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $370,005 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $301,361 |
DODGE & COX1 year Service code 28 PO BOX 8422 · BOSTON, MA 022668422 | Investment Management | $223,408 |
Filed as: JP MORGAN Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $151,040 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $131,293 |
AL MINOR & ASSOCIATES, INC.2+ years Service code 11 · EIN 31-1124734 | Actuarial | $71,785 |
Filed as: FIDELITY ASSET MANAGEMENT TRUST CO Service code 28 · EIN 20-4659714 | Investment Management | $68,527 |
Filed as: BNY MELLON ASSET SERVICING Service code 28 200 PARK AVENUE · NEW YORK, NY 10016 | Investment Management | $39,370 |
HIRTH NORRIS & GARRISON, LLP2+ years Filed as: HIRTH, NORRIS GARRISON, LLP Service code 10 2425 OLD STRINGTOWN RD. · GROVE CITY, OH 43123 | Accounting | $6,000 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 259.53% | 20.78%+238.8pp | 10.36%+249.2pp | 16.32%+243.2pp |
| Employer contribution / active EE | $0 | $15,647-100.0% | $37,738-100.0% | $12,766-100.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $137-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |