Filed November 2, 2022 (most recent of 9 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
DODGE & COX3 years Service code 28 PO BOX 8422 · BOSTON, MA 022668422 | Investment Management | $955,311 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL SOLUTIONS LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $949,291 |
Filed as: FIDELITY ASSET MANAGEMENT TRUST CO Service code 28 · EIN 20-4659714 | Investment Management | $764,486 |
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 15 · EIN 36-2235791 | Recordkeeping | $134,203 |
VICTORY3 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $51,904 |
MEADEN & MOORE, LTD.2 years Service code 10 · EIN 34-1818258 | Accounting | $14,000 |
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 9.22% | 14.29%-5.1pp | 14.64%-5.4pp | 21.83%-12.6pp |
| Employer contribution / active EE | $0 | $12,083-100.0% | $41,831-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |