Filed June 26, 2024 (most recent of 2 filings on file)
Total covered: 22 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $234,286 |
AON CONSULTING10+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $95,808 |
L & S VENTURES LLC5 years Filed as: L&S VENTURES, LLC Service code 17 · EIN 75-3228476 | Pension Consulting | $33,341 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $23,570 |
WINSTON & STRAWN LLP3 years Filed as: WINSTON AND STRAWN Service code 29 · EIN 36-1975990 | Legal | $12,134 |
GRANT THORNTON LLP10+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $8,269 |
BLOOMBERG FINANCE LP1 year Filed as: BLOOMBERG Service code 72 · EIN 94-3112180 | Other investment fees and expenses | $7,327 |
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 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 3.13% | 8.17%-5.0pp | 9.17%-6.0pp | 7.65%-4.5pp |
| Employer contribution / active EE | $0 | $16,702-100.0% | $40,523-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |