Filed February 16, 2024 (most recent of 3 filings on file)
Total covered: 284 employees
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $2,151,359 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $1,498,059 |
INVESCO2 years Service code 28 · EIN 58-1707262 | Investment Management | $363,240 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 21 · EIN 13-2638166 | Bank Trustee | $200,000 |
HANCOCK ASKEW & CO., LLP5+ years Filed as: HANCOCK ASKEW AND CO LLP Service code 10 · EIN 58-0662558 | Accounting | $31,500 |
SUNTRUST BANKS, INC.5+ years Filed as: SUNTRUST Service code 21 · EIN 58-0466330 | Bank Trustee | $15,253 |
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 | $63,074 | $85,938-26.6% | $125,195-49.6% | $89,609-29.6% |
| Participation rate | 92.5% | 73.9%+18.6pp | 79.8%+12.7pp | 69.6%+22.9pp |
| Annual return | 20.75% | 20.69%+0.1pp | 43.79%-23.0pp | 33.65%-12.9pp |
| Employer contribution / active EE | $2,432 | $2,681-9.3% | $3,866-37.1% | $2,584-5.9% |
| Participant deferral / active EE | $3,729 | $3,818-2.3% | $4,937-24.5% | $4,222-11.7% |
| Admin fee / account holder | $66 | $56+17.9% | $9,704-99.3% | $72-7.2% |