Filed January 22, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $530,214 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL AND GENERAL INVESTMENT Service code 19 · EIN 20-8058531 | Securities Custodian | $58,079 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 19 280 CONGRESS ST · BOSTON, MA 02210 | Securities Custodian | $41,865 |
THE BANK OF NEW YORK MELLON5 years Service code 19 · EIN 13-5160382 | Securities Custodian | $30,291 |
AMERICAN FUNDS5 years Filed as: SECURITY CAPITAL RESEARCH & MANAGEM Service code 19 10 SOUTH DEARBORN ST · CHICAGO, IL 60603 | Securities Custodian | $20,151 |
MERCER5 years Filed as: MERCER INC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $12,542 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 4.34% | 10.25%-5.9pp | 8.34%-4.0pp | 8.21%-3.9pp |
| Employer contribution / active EE | $0 | $16,685-100.0% | $30,790-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |