Filed August 3, 2022 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING8+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $344,618 |
NORTHERN TRUST COMPANY7 years Service code 21 · EIN 36-1561860 | Bank Trustee | $66,569 |
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 | Bank Trustee | $48,401 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,127 | $83,595-38.8% | $86,439-40.9% | $78,044-34.5% |
| Participation rate | 91.7% | 81.9%+9.8pp | 80.3%+11.4pp | 74.4%+17.2pp |
| Annual return | -14.82% | -10.64%-4.2pp | 4395.55%-4410.4pp | 10.87%-25.7pp |
| Employer contribution / active EE | $3,077 | $3,111-1.1% | $3,769-18.3% | $3,125-1.5% |
| Participant deferral / active EE | $0 | $6,427-100.0% | $6,952-100.0% | $5,084-100.0% |
| Admin fee / account holder | $46 | $82-44.8% | $6,732-99.3% | $79-42.3% |