Filed February 16, 2024 (most recent of 3 filings on file)
Total covered: 284 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC10+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $3,609,017 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,096,913 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $603,419 |
AON CONSULTING2 years Filed as: AON INVESTMENTS Service code 16 · EIN 27-2436452 | Consulting | $495,000 |
BLACKROCK11+ years Filed as: BLACKROCK FINANCIAL MGMT Service code 28 · EIN 13-3806691 | Investment Management | $64,513 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $26,500 |
HANCOCK ASKEW & CO., LLP11+ years Filed as: HANCOCK ASKEW & CO LLP Service code 10 · EIN 58-0662558 | Accounting | $22,500 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $803,298-100.0% | $803,298-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 56.4%-56.4pp | 56.4%-56.4pp | 39.2%-39.2pp |
| Annual return | 5.51% | 10.27%-4.8pp | 10.48%-5.0pp | 13.91%-8.4pp |
| Employer contribution / active EE | $0 | $38,044-100.0% | $34,979-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $3,829-100.0% | $3,829-100.0% | $41,846-100.0% |