Filed August 3, 2022 (most recent of 6 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $448,331 |
THE BANK OF NEW YORK MELLON1+ years Filed as: THE BANK OF NEW YORK Service code 21 · EIN 13-2614959 | Bank Trustee | $14,101 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $8,230 |
Annual investment return 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 | $34,558 | $67,505-48.8% | $73,309-52.9% | $67,505-48.8% |
| Participation rate | 84.1% | 71.2%+12.9pp | 74.9%+9.2pp | 71.2%+12.9pp |
| Annual return | -1.40% | 6.52%-7.9pp | 5.67%-7.1pp | 6.52%-7.9pp |
| Employer contribution / active EE | $2,308 | $2,173+6.2% | $3,237-28.7% | $2,173+6.2% |
| Participant deferral / active EE | $0 | $3,597-100.0% | $4,991-100.0% | $3,597-100.0% |
| Admin fee / account holder | $54 | $56-3.1% | $5,635-99.0% | $56-3.1% |