Filed April 25, 2023 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Service code 11 3550 LENOX ROAD · ATLANTA, GA 30326 | Actuarial | $335,248 |
Filed as: SUSTAINABLE GROWTH ADVISERS Service code 28 · EIN 05-0571266 | Investment Management | $56,798 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $42,230 |
Service code 28 · EIN 41-1404802 | Investment Management | $25,400 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $12,500 |
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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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 9.70% | 12.77%-3.1pp | 90.61%-80.9pp | 12.86%-3.2pp |
| Employer contribution / active EE | $3,658 | $8,963-59.2% | $32,730-88.8% | $13,687-73.3% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |