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 | $311,033 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Distribution (12b-1) fees; Direct pay... | $164,656 |
STRATEGIC BENEFIT ADVISORS1+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $8,442 |
AON CONSULTING1+ years Filed as: AON HEWITT FINANCIAL ADVISORS, LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $6,586 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $2,869 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,606 | $72,770-71.7% | $67,652-69.5% | $55,191-62.7% |
| Participation rate | 63.9% | 78.8%-14.9pp | 75.7%-11.8pp | 69.2%-5.3pp |
| Annual return | -2.74% | -3.26%+0.5pp | 6625.40%-6628.1pp | 10.78%-13.5pp |
| Employer contribution / active EE | $267 | $1,769-84.9% | $2,266-88.2% | $1,899-85.9% |
| Participant deferral / active EE | $2,055 | $3,408-39.7% | $3,560-42.3% | $3,046-32.6% |
| Admin fee / account holder | $93 | $79+18.6% | $4,821-98.1% | $91+3.0% |