Filed August 6, 2024 (most recent of 5 filings on file)
Total covered: 165 employees
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $260,239 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULT, INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $159,181 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $136,397 |
VAUGHAN NELSON INVESTMENT MGMT1+ years Filed as: VAUGHAN NELSON INVESTMENT MGMT LP Service code 28 · EIN 04-3304963 | Investment Management | $132,371 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $100,469 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $70,161 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $108,235-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.0%0pp |
| Annual return | -1.06% | 1.67%-2.7pp | -1.08%0pp | 1.67%-2.7pp |
| Employer contribution / active EE | $25,176 | $10,506+139.6% | $35,779-29.6% | $10,506+139.6% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $238-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $13,449-100.0% | $66,276-100.0% |