Filed April 25, 2023 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $260,872 |
Filed as: ELLIOTT FUND Service code 21 · EIN 22-3338737 | Bank Trustee | $98,515 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $77,398 |
NEPC, LLC2 years Filed as: NEPC LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $10,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 14.25% | 35.98%-21.7pp | 10.75%+3.5pp | 15.63%-1.4pp |
| Employer contribution / active EE | $3,373 | $8,396-59.8% | $35,170-90.4% | $11,476-70.6% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |