Filed October 15, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSION BENEFITS GUARANTY CORP Service code 50 1200 K. STREET NW · WASHINGTON, DC 20005 | Direct Payment | $3,082,946 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $195,393 |
MERCER3+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $182,310 |
MAYER HOFFMAN MCCANN P.C.3+ years Service code 10 · EIN 43-1947695 | Accounting | $29,000 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK N. A. Service code 19 · EIN 94-1347393 | Securities Custodian | $24,823 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $23,571 |
LOCKE LORD LLP3+ years Filed as: LOCKE LORD Service code 29 · EIN 74-1164324 | Legal | $0 |
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 10.42% | 12.92%-2.5pp | 10.36%+0.1pp | 17.84%-7.4pp |
| Employer contribution / active EE | $10,674 | $14,070-24.1% | $37,738-71.7% | $14,688-27.3% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |