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 | $311,081 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Securities brokerage; Copying and dup... | $164,716 |
AON CONSULTING1+ years Filed as: AON HEWITT FINANCIAL ADVISORS, LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $14,965 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $12,254 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $10,312 |
STRATEGIC BENEFIT ADVISORS1+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $6,741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $77,031 | $72,770+5.9% | $67,652+13.9% | $55,191+39.6% |
| Participation rate | 56.0% | 78.8%-22.7pp | 75.7%-19.6pp | 69.2%-13.1pp |
| Annual return | -1.24% | -3.26%+2.0pp | 6625.40%-6626.6pp | 10.78%-12.0pp |
| Employer contribution / active EE | $1,450 | $1,769-18.0% | $2,266-36.0% | $1,899-23.6% |
| Participant deferral / active EE | $2,541 | $3,408-25.5% | $3,560-28.6% | $3,046-16.6% |
| Admin fee / account holder | $98 | $79+24.2% | $4,821-98.0% | $91+7.9% |