Filed November 2, 2022 (most recent of 9 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY ASSET MANAGEMENT TRUST CO Service code 28 · EIN 20-4659714 | Investment Management | $1,333,619 |
AON CONSULTING5 years Filed as: AON CONSULTING INC. Service code 15 · EIN 36-2235791 | Recordkeeping | $121,457 |
BLACKROCK5 years Filed as: BLACKROCK INSTUTIONAL TRUST COMPANY Service code 21 · EIN 94-3112180 | Bank Trustee | $99,768 |
THOMPSON HINE3 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $52,683 |
MEADEN & MOORE, LTD.5 years Service code 10 · EIN 34-1818258 | Accounting | $50,900 |
VICTORY6 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $8,256 |
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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -13.77% | -6.02%-7.7pp | -3.21%-10.6pp | 23.41%-37.2pp |
| Employer contribution / active EE | $0 | $11,241-100.0% | $46,051-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |