Filed September 5, 2023 (most recent of 5 filings on file)
Total covered: 11 employees
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $127,096 |
SLC MANAGEMENT2 years Service code 71 1 SUN LIFE EXECUTIVE PARK · WELLESLEY HILLS, MA 02481 | Brokerage Fees | $82,930 |
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 26 · EIN 13-5674085 | Advisory (Participants) | $31,237 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: CHEVY CHASE TRUST Service code 15 · EIN 52-2037618 | Recordkeeping | $18,515 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $2,100 |
BLACKROCK7+ years Service code 72 55 E 52ND ST · NEW YORK, NY 100550002 | Other investment fees and expenses | $0 |
OPPENHEIMER7+ years Filed as: OPPENHEIMER FUNDS DISTRIBUTOR, INC. Service code 72 | Other investment fees and expenses | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 72 | Other investment fees and expenses | $0 |
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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 | $157,324-100.0% | $151,098-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 16.3%-16.3pp | 37.6%-37.6pp |
| Annual return | 5.54% | 10.67%-5.1pp | 11.31%-5.8pp | 9.30%-3.8pp |
| Employer contribution / active EE | $0 | $42,039-100.0% | $35,729-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $141-100.0% | $237-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $21,624-100.0% | $20,124-100.0% | $12,596-100.0% |