Filed October 15, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.4+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $26,800 |
Service code 24 · EIN 04-2647786 | Discretionary Trustee | $7,941 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $1,773 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,292 | $104,281-36.4% | $140,019-52.7% | $68,904-3.8% |
| Participation rate | 85.7% | 89.1%-3.5pp | 87.5%-1.8pp | 74.1%+11.5pp |
| Annual return | 4.47% | -1.33%+5.8pp | 651.19%-646.7pp | 1.07%+3.4pp |
| Employer contribution / active EE | $555 | $4,070-86.4% | $5,605-90.1% | $2,540-78.1% |
| Participant deferral / active EE | $5,078 | $6,129-17.2% | $6,927-26.7% | $4,015+26.5% |
| Admin fee / account holder | $3 | $79-96.1% | $10,705-100.0% | $71-95.7% |