Filed August 3, 2022 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $390,595 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $39,259 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $10,619 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,298 | $112,156-48.9% | $108,410-47.1% | $101,517-43.6% |
| Participation rate | 98.3% | 83.2%+15.1pp | 80.1%+18.2pp | 74.6%+23.8pp |
| Annual return | 13.17% | 15.85%-2.7pp | 905.27%-892.1pp | 21.00%-7.8pp |
| Employer contribution / active EE | $2,919 | $3,067-4.8% | $3,558-18.0% | $2,973-1.8% |
| Participant deferral / active EE | $0 | $6,696-100.0% | $6,563-100.0% | $4,873-100.0% |
| Admin fee / account holder | $54 | $75-27.1% | $7,295-99.3% | $139-61.0% |