Filed February 16, 2024 (most recent of 3 filings on file)
Total covered: 284 employees
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,203,884 |
INVESCO2+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 50 · EIN 84-0591534 | Direct Payment | $366,328 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-2723987 | Bank Trustee | $313,566 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 21 · EIN 13-2638166 | Bank Trustee | $200,000 |
HERRONPALMER1 year Filed as: HERRON PALMER Service code 16 · EIN 45-4725418 | Consulting | $52,181 |
HANCOCK ASKEW & CO., LLP2+ years Filed as: HANCOCK ASKEW AND CO LLP Service code 10 · EIN 58-0662558 | Accounting | $28,000 |
SUNTRUST BANKS, INC.2+ years Filed as: SUNTRUST Service code 21 · EIN 58-0466330 | Bank Trustee | $8,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,887 | $79,480-32.2% | $108,582-50.4% | $329,111-83.6% |
| Participation rate | 67.2% | 72.0%-4.8pp | 79.6%-12.4pp | 67.9%-0.7pp |
| Annual return | 8.88% | 18.07%-9.2pp | -51.70%+60.6pp | 16.35%-7.5pp |
| Employer contribution / active EE | $1,519 | $2,317-34.4% | $3,758-59.6% | $2,303-34.1% |
| Participant deferral / active EE | $2,409 | $3,243-25.7% | $4,311-44.1% | $3,682-34.6% |
| Admin fee / account holder | $71 | $68+5.3% | $7,645-99.1% | $754-90.5% |