Filed February 16, 2024 (most recent of 3 filings on file)
Total covered: 284 employees
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $2,692,652 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $1,950,417 |
INVESCO1 year Filed as: INVESCO ADVISORS Service code 28 · EIN 58-1707262 | Investment Management | $214,879 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 21 · EIN 13-2638166 | Bank Trustee | $150,000 |
SUNTRUST BANKS, INC.6+ years Filed as: SUNTRUST Service code 21 · EIN 58-0466330 | Bank Trustee | $37,149 |
HANCOCK ASKEW & CO., LLP6+ years Filed as: HANCOCK ASKEW AND CO LLP Service code 10 · EIN 58-0662558 | Accounting | $18,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,988 | $94,554-28.1% | $133,982-49.3% | $106,273-36.0% |
| Participation rate | 91.5% | 76.2%+15.2pp | 79.8%+11.6pp | 70.8%+20.7pp |
| Annual return | 9.45% | 16.55%-7.1pp | 45.10%-35.7pp | 21.70%-12.3pp |
| Employer contribution / active EE | $2,321 | $2,503-7.3% | $3,919-40.8% | $2,722-14.7% |
| Participant deferral / active EE | $3,802 | $4,130-7.9% | $5,047-24.7% | $4,601-17.4% |
| Admin fee / account holder | $93 | $69+34.3% | $8,930-99.0% | $78+18.2% |