Filed November 2, 2022 (most recent of 9 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2647786 | Advisory (Plan) | $957,891 |
AON CONSULTING6 years Filed as: AON CONSULTING INC. Service code 15 · EIN 36-2235791 | Recordkeeping | $138,911 |
BLACKROCK6 years Filed as: BLACKROCK INSTUTIONAL TRUST COMPANY Service code 21 · EIN 94-3112180 | Bank Trustee | $89,500 |
Filed as: FIDELITY ASSET MANAGEMENT TRUST CO Service code 28 · EIN 20-4659714 | Investment Management | $81,375 |
CALLAN ASSOCIATES1 year Filed as: CALLAN LLC Service code 27 ONE BUSH STREET SUITE 700 · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $33,772 |
MEADEN & MOORE, LTD.6 years Service code 10 · EIN 34-1818258 | Accounting | $26,265 |
THOMPSON HINE4 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $24,760 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 1.73% | 8.84%-7.1pp | 12.68%-10.9pp | 9.11%-7.4pp |
| Employer contribution / active EE | $0 | $8,705-100.0% | $41,626-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |