Filed February 16, 2024 (most recent of 3 filings on file)
Total covered: 284 employees
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,088,849 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $334,271 |
INVESCO3+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 50 · EIN 84-0591534 | Direct Payment | $289,491 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 21 · EIN 13-2638166 | Bank Trustee | $200,000 |
HANCOCK ASKEW & CO., LLP3+ years Filed as: HANCOCK ASKEW AND CO LLP Service code 10 · EIN 58-0662558 | Accounting | $28,500 |
HERRONPALMER2 years Filed as: HERRON PALMER Service code 16 · EIN 45-4725418 | Consulting | $12,412 |
SUNTRUST BANKS, INC.3+ years Filed as: SUNTRUST Service code 21 · EIN 58-0466330 | Bank Trustee | $10,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,792 | $79,240-24.5% | $117,861-49.3% | $80,976-26.2% |
| Participation rate | 65.7% | 68.1%-2.4pp | 79.7%-14.0pp | 68.3%-2.5pp |
| Annual return | 15.65% | 34.09%-18.4pp | 335.11%-319.5pp | 22.91%-7.3pp |
| Employer contribution / active EE | $1,512 | $2,142-29.4% | $3,786-60.1% | $2,402-37.0% |
| Participant deferral / active EE | $2,421 | $3,102-22.0% | $4,482-46.0% | $3,848-37.1% |
| Admin fee / account holder | $62 | $65-4.2% | $8,021-99.2% | $67-7.7% |