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 | $465,600 |
MERCER9+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $193,161 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $135,679 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $35,000 |
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $34,676 |
Filed as: PRINCIPAL TRUST COMPANY Service code 19 · EIN 42-1520346 | Securities Custodian | $28,783 |
LOCKE LORD LLP9+ 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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 8.72% | 11.26%-2.5pp | 12.68%-4.0pp | 37.77%-29.0pp |
| Employer contribution / active EE | $0 | $10,658-100.0% | $41,626-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |