Filed December 18, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP5+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $94,710 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK N.A. Service code 21 · EIN 94-1347393 | Bank Trustee | $21,095 |
ELLWOOD ASSOCIATES5+ years Service code 28 · EIN 36-3121777 | Investment Management | $18,930 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $14,895 |
EPSTEIN BECKER & GREEN PC2 years Service code 10 227 W. MONROE STREET · CHICAGO, IL 60606 | Accounting | $9,657 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $186,381-100.0% | $428,620-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 28.2%-28.2pp | 46.0%-46.0pp | 13.0%-13.0pp |
| Annual return | 17.90% | 12.39%+5.5pp | 20.73%-2.8pp | 13.59%+4.3pp |
| Employer contribution / active EE | $22,601 | $14,456+56.3% | $36,503-38.1% | $14,592+54.9% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,031-100.0% | $7,495-100.0% | $29,657-100.0% |