Filed February 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
JENNER & BLOCK LLP2 years Service code 10 · EIN 36-2192554 | Accounting | $134,167 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 16 · EIN 26-0058143 | Consulting | $51,528 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $43,134 |
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE TRUST COMPANY, N.A. Service code 16 · EIN 26-4691954 | Consulting | $25,000 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 16 · EIN 27-4411131 | Consulting | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$93,493 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,163 | $88,730+62.5% | $82,312+75.1% | $77,958+84.9% |
| Participation rate | 83.9% | 84.5%-0.6pp | 76.9%+7.0pp | 71.6%+12.3pp |
| Annual return | 21.00% | 20.88%+0.1pp | 25.88%-4.9pp | 20.87%+0.1pp |
| Employer contribution / active EE | $3,296 | $2,758+19.5% | $2,428+35.7% | $2,310+42.7% |
| Participant deferral / active EE | $6,164 | $4,634+33.0% | $3,706+66.3% | $3,537+74.3% |
| Admin fee / account holder | $67 | $74-9.9% | $5,608-98.8% | $97-31.6% |