Filed September 22, 2022 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT FINANCIAL ADVISORS LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $79,000 |
BLACKROCK1+ years Filed as: BLACKROCK INST TRUST CO N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $43,321 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES, LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $31,000 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $30,000 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Direct payment from the plan; Finders... | $10,006 |
HEWITT ASSOCIATES LLC1+ years Service code 71 | Brokerage Fees | $3,510 |
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 | -99.78% | 9.46%-109.2pp | 6625.40%-6725.2pp | 282.24%-382.0pp |
| 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% |