Filed January 22, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $184,315 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL AND GENERAL INVESTMENT Service code 19 · EIN 20-8058531 | Securities Custodian | $74,470 |
AMERICAN FUNDS2 years Filed as: SECURITY CAPITAL RESEARCH & MANAGEM Service code 19 10 SOUTH DEARBORN ST · CHICAGO, IL 60603 | Securities Custodian | $65,029 |
THE BANK OF NEW YORK MELLON2 years Service code 19 · EIN 13-5160382 | Securities Custodian | $65,029 |
WELLINGTON TRUST COMPANY2 years Service code 19 280 CONGRESS ST · BOSTON, MA 02210 | Securities Custodian | $39,577 |
MERCER2 years Filed as: MERCER INC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $38,827 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $151,098-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.3%-16.3pp | 0.7%-0.7pp |
| Annual return | 10.53% | 15.51%-5.0pp | 11.31%-0.8pp | 13.24%-2.7pp |
| Employer contribution / active EE | $3,326 | $18,592-82.1% | $35,729-90.7% | $14,616-77.2% |
| Participant deferral / active EE | $0 | $2,191-100.0% | $237-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $20,124-100.0% | $4,137-100.0% |