Filed August 3, 2022 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $451,990 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $57,055 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $49,780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,875 | $90,629-49.4% | $91,994-50.1% | $82,204-44.2% |
| Participation rate | 58.5% | 84.5%-26.0pp | 78.6%-20.1pp | 73.4%-14.9pp |
| Annual return | 18.75% | 31.50%-12.7pp | 69.04%-50.3pp | 26.31%-7.6pp |
| Employer contribution / active EE | $1,712 | $3,242-47.2% | $3,453-50.4% | $2,707-36.8% |
| Participant deferral / active EE | $0 | $5,951-100.0% | $5,924-100.0% | $4,246-100.0% |
| Admin fee / account holder | $58 | $81-28.2% | $7,744-99.2% | $76-23.1% |