Filed August 3, 2022 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING9+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $337,147 |
NORTHERN TRUST COMPANY8 years Service code 21 · EIN 36-1561860 | Bank Trustee | $63,320 |
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 | Bank Trustee | $24,055 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,818 | $103,657-42.3% | $94,677-36.8% | $103,657-42.3% |
| Participation rate | 85.9% | 73.4%+12.5pp | 80.8%+5.1pp | 73.4%+12.5pp |
| Annual return | 15.82% | 33.13%-17.3pp | 156.95%-141.1pp | 33.13%-17.3pp |
| Employer contribution / active EE | $3,090 | $3,216-3.9% | $3,673-15.9% | $3,216-3.9% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $7,418-100.0% | $5,218-100.0% |
| Admin fee / account holder | $54 | $114-53.0% | $7,222-99.3% | $114-53.0% |