Filed September 18, 2019 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULT. Service code 28 · EIN 36-3109431 | Investment Management | $398,110 |
Filed as: FIDELITY MANAGEMENT TRUST CO. Service code 15 · EIN 04-3022712 | Recordkeeping | $193,617 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 335 MADISON AVE · NEW YORK, NY 10017 | Actuarial | $52,789 |
Service code 21 · EIN 13-5160382 | Bank Trustee | $44,121 |
BKD, LLP5+ years Service code 10 · EIN 44-0160260 | Accounting | $21,950 |
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 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 19.89% | 20.24%-0.4pp | 16.32%+3.6pp | 53.27%-33.4pp |
| Employer contribution / active EE | $40,960 | $14,384+184.8% | $31,806+28.8% | $14,774+177.2% |
| Participant deferral / active EE | $0 | $1,713-100.0% | $211-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |