Filed April 25, 2023 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $106,955 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $69,302 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $33,165 |
WELLINGTON TRUST COMPANY1 year Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $17,620 |
Filed as: SSGA TRUST COMPANY Service code 19 · EIN 81-4017137 | Securities Custodian | $10,949 |
NEPC, LLC3 years Filed as: NEPC LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $10,000 |
Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 51 · EIN 13-3142135 | Investment Mgmt Fees | $6,377 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -14.82% | -2.41%-12.4pp | -38.86%+24.0pp | 23.41%-38.2pp |
| Employer contribution / active EE | $0 | $7,691-100.0% | $37,756-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |