Filed February 13, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUB INTERNATIONAL Service code 11 · EIN 47-0813106 11516 · OMAHA, NE 68154 | Actuarial | $44,260 |
BNYM WALTER SC INTL SMA2 years Filed as: BNYM Service code 15 · EIN 04-1107280 99 HIGH STREET · BOSTON, MA 02110 | Recordkeeping | $19,179 |
FORVIS, LLP3 years Service code 10 · EIN 44-0106260 1120 S. 101ST STREET · OMAHA, NE 68124 | Accounting | $15,000 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $264,545-100.0% | $186,774-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 79.5%-79.5pp | 55.8%-55.8pp | 55.8%-55.8pp |
| Annual return | 9.69% | 8.01%+1.7pp | 7.78%+1.9pp | 24.44%-14.8pp |
| Employer contribution / active EE | $0 | $41,524-100.0% | $32,517-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $359-100.0% | $504-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,053-100.0% | $3,044-100.0% | $22,013-100.0% |