Filed October 15, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.7+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $29,475 |
Service code 24 · EIN 04-2647786 | Discretionary Trustee | $5,325 |
NORTHERN TRUST COMPANY7+ years Filed as: THE NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $3,571 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,235 | $143,889-21.3% | $189,534-40.3% | $106,520+6.3% |
| Participation rate | 84.5% | 89.1%-4.7pp | 87.8%-3.3pp | 71.3%+13.2pp |
| Annual return | 22.05% | 17.38%+4.7pp | 555.39%-533.3pp | 19.28%+2.8pp |
| Employer contribution / active EE | $1,685 | $4,416-61.8% | $6,162-72.7% | $2,840-40.7% |
| Participant deferral / active EE | $6,253 | $7,575-17.5% | $8,220-23.9% | $4,948+26.4% |
| Admin fee / account holder | $3 | $98-96.6% | $12,049-100.0% | $75-95.5% |