Filed April 25, 2023 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 11 3550 LENOX ROAD, SUITE 1700 · ATLANTA, GA 30326 | Actuarial | $247,125 |
INVESCO3 years Filed as: INVESCO MORTGAGE RECOVERY FUND II Service code 28 · EIN 27-1136906 | Investment Management | $25,953 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -3.58% | 9.64%-13.2pp | -102.04%+98.5pp | 33.37%-36.9pp |
| Employer contribution / active EE | $3,306 | $8,034-58.9% | $36,232-90.9% | $11,253-70.6% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |