Filed August 11, 2023
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 28 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Investment Management | $125,464 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 83-0181291 | Actuarial | $68,460 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB Service code 21 · EIN 42-1558009 | Bank Trustee | $58,066 |
GRANT THORNTON LLP6+ years Service code 10 · EIN 36-6055558 | Accounting | $23,675 |
Filed as: RYAN ALM,INC. Service code 27 500 OCEAN TRAIL WAY · JUPITER, FL 33477 | Advisory (Plan) | $12,727 |
US BANK1 year Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 41-0255900 | Bank Trustee | $6,462 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $263,436-100.0% | $305,030-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 47.8%-47.8pp | 44.7%-44.7pp | 43.1%-43.1pp |
| Annual return | 6.88% | 288.80%-281.9pp | 380.71%-373.8pp | 259.19%-252.3pp |
| Employer contribution / active EE | $83,333 | $47,323+76.1% | $45,089+84.8% | $41,472+100.9% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,313-100.0% | $12,800-100.0% | $21,502-100.0% |