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 | $3,180,141 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $223,047 |
MERCER5+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $191,739 |
MAYER HOFFMAN MCCANN P.C.5+ years Service code 10 · EIN 43-1947695 | Accounting | $30,000 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $29,643 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK N. A. Service code 19 · EIN 94-1347393 | Securities Custodian | $26,160 |
LOCKE LORD LLP5+ 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.
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 19.86% | 33.70%-13.8pp | 14.64%+5.2pp | 53.27%-33.4pp |
| Employer contribution / active EE | $13,041 | $14,473-9.9% | $41,831-68.8% | $14,774-11.7% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |