Filed January 22, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $110,030 |
Filed as: LEGAL AND GENERAL INVESTMENT Service code 19 · EIN 20-8058531 | Securities Custodian | $78,447 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $46,080 |
AMERICAN FUNDS1 year Filed as: SECURITY CAPITAL RESEARCH & MANAGEM Service code 19 10 SOUTH DEARBORN ST · CHICAGO, IL 60603 | Securities Custodian | $40,454 |
WELLINGTON TRUST COMPANY1 year Service code 19 280 CONGRESS ST · BOSTON, MA 02210 | Securities Custodian | $21,124 |
MERCER1 year Filed as: MERCER INC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $15,344 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $247,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 15.65% | 12.86%+2.8pp | 7.87%+7.8pp | 12.86%+2.8pp |
| Employer contribution / active EE | $2,374 | $13,687-82.7% | $31,784-92.5% | $13,687-82.7% |
| Participant deferral / active EE | $0 | $833-100.0% | $241-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $240,514-100.0% | - |