Filed January 15, 2021 (most recent of 2 filings on file)
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $70,603 |
Filed as: MERRILL LYNCH RETIREMENT GROUP Service code 64 · EIN 13-5674085 | Recordkeeping Fees | $70,433 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 23-1159360 | Consulting | $20,375 |
BB&T1 year Service code 21 · EIN 56-1074313 | Bank Trustee | $20,029 |
Filed as: LATTIMORE, BLACK, MORGAN & CAIN Service code 10 · EIN 62-1199757 | Accounting | $14,000 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $9,290 |
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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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 14.01% | 22.74%-8.7pp | 16.78%-2.8pp | 13.95%+0.1pp |
| Employer contribution / active EE | $8,134 | $16,157-49.7% | $26,328-69.1% | $16,598-51.0% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |