Filed November 17, 2020 (most recent of 12 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING LLC Service code 50 · EIN 13-2741729 | Direct Payment | $326,823 |
AON CONSULTING1+ years Filed as: AON HEWITT FINANCIAL ADVISORS, LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $172,003 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Finders' fees / placement fees; Secur... | $169,880 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $84,194 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $46,752 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $32,573 |
STRATEGIC BENEFIT ADVISORS1+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $31,364 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $78,694-100.0% | $67,652-100.0% | $125,389-100.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 75.7%-75.7pp | 83.2%-83.2pp |
| Annual return | -90.59% | 9.46%-100.1pp | 6625.40%-6716.0pp | 282.24%-372.8pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |