Filed February 16, 2024 (most recent of 3 filings on file)
Total covered: 284 employees
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $732,098 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $296,467 |
INVESCO1+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 50 · EIN 84-0591534 | Direct Payment | $286,808 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 21 · EIN 13-2638166 | Bank Trustee | $186,987 |
HANCOCK ASKEW & CO., LLP1+ years Filed as: HANCOCK ASKEW AND CO LLP Service code 10 · EIN 58-0662558 | Accounting | $27,500 |
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST Service code 21 · EIN 58-0466330 | Bank Trustee | $15,452 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,510 | $69,651-28.9% | $94,229-47.5% | $69,651-28.9% |
| Participation rate | 70.1% | 66.6%+3.5pp | 78.8%-8.7pp | 66.6%+3.5pp |
| Annual return | -1.40% | 53.77%-55.2pp | 10.68%-12.1pp | 53.77%-55.2pp |
| Employer contribution / active EE | $1,593 | $2,241-28.9% | $3,587-55.6% | $2,241-28.9% |
| Participant deferral / active EE | $2,482 | $3,635-31.7% | $4,320-42.5% | $3,635-31.7% |
| Admin fee / account holder | $51 | $63-19.5% | $6,269-99.2% | $63-19.5% |