Filed April 5, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP2+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 52-1042410 | Insurance services | $109,980 |
OCM MEZZ III1 year Filed as: OCM PRINC VI Service code 52 · EIN 98-1084550 | Indirect Investment Fees | $96,916 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $21,890 |
COMVEST CAPITAL II1 year Service code 52 · EIN 80-0448188 | Indirect Investment Fees | $14,243 |
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES Service code 64 · EIN 36-2235791 | Recordkeeping Fees | $10,161 |
COMVEST III1 year Service code 52 · EIN 20-8834639 | Indirect Investment Fees | $9,890 |
OWS CREDIT OPP2+ years Service code 52 · EIN 98-0677660 | Indirect Investment Fees | $8,662 |
Filed as: GMO FORESTRY 9 Service code 52 · EIN 27-2415681 | Indirect Investment Fees | $6,377 |
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 | $52,729-100.0% | $500,101-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 21.3%-21.3pp | 12.6%-12.6pp |
| Annual return | 7.45% | 4.56%+2.9pp | 2.08%+5.4pp | 4.56%+2.9pp |
| Employer contribution / active EE | $0 | $15,526-100.0% | $47,324-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $97-100.0% | $78-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $1,916-100.0% | $1,711-100.0% |