Filed October 15, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $28,000 |
Service code 24 · EIN 04-2647786 | Discretionary Trustee | $7,445 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $1,081 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,290 | $83,458-26.6% | $123,104-50.2% | $67,505-9.2% |
| Participation rate | 84.3% | 84.5%-0.2pp | 86.8%-2.5pp | 71.2%+13.1pp |
| Annual return | 18.67% | 1.29%+17.4pp | 13.22%+5.4pp | 6.52%+12.1pp |
| Employer contribution / active EE | $606 | $3,087-80.4% | $5,151-88.2% | $2,173-72.1% |
| Participant deferral / active EE | $4,524 | $5,379-15.9% | $6,230-27.4% | $3,597+25.8% |
| Admin fee / account holder | $4 | $60-94.1% | $9,015-100.0% | $56-93.7% |