Filed July 27, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC5+ years Filed as: HEWITT ASSOCIATES, LLC Service code 17 · EIN 36-2235791 | Pension Consulting | $1,008,209 |
SILVERSTONE GROUP5+ years Filed as: SILVERSTONE GROUP, INC Service code 11 · EIN 47-0813106 | Actuarial | $99,966 |
ARGENT TRUST COMPANY1 year Filed as: ARGENT TRUST CO Service code 28 · EIN 62-1437218 | Investment Management | $50,000 |
PRAIRIE CAPITAL ADVISORS1 year Filed as: PRAIRIE CAP ADVISORS Service code 28 ONE LINCOLN CENTRE · OAKBROOK TERRACE, IL 60181 | Investment Management | $25,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 21.05% | 14.29%+6.8pp | 14.64%+6.4pp | 21.83%-0.8pp |
| Employer contribution / active EE | $0 | $12,083-100.0% | $41,831-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |