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 | $2,544,912 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $167,797 |
MERCER8+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $162,984 |
MAYER HOFFMAN MCCANN P.C.8+ years Service code 10 · EIN 43-1947695 | Accounting | $33,000 |
Filed as: PRINCIPAL TRUST COMPANY Service code 19 · EIN 42-1520346 | Securities Custodian | $28,704 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $27,790 |
LOCKE LORD LLP8+ 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -3.47% | 38.53%-42.0pp | -3.21%-0.3pp | 2.78%-6.2pp |
| Employer contribution / active EE | $0 | $14,659-100.0% | $46,051-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |