Filed April 12, 2019 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 84-0467907 | Other Fees | $745,909 |
TEMPO HOLDING COMPANY, LLC3 years Filed as: TEMPO HOLDING COMPANY LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $413,087 |
NORTHERN TRUST COMPANY6+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $356,839 |
MERCER1 year Service code 10 · EIN 13-2834414 | Accounting | $285,597 |
FULBRIGHT & JAWORSKI6+ years Service code 29 · EIN 74-1201087 | Legal | $232,136 |
SIMPLYCONNECT2 years Service code 16 · EIN 27-2424795 | Consulting | $99,584 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786313 | Accounting | $35,276 |
AON CONSULTING1 year Service code 10 · EIN 22-2232264 | Accounting | $34,240 |
HERRONPALMER2 years Filed as: HERRONPALMER, LLC Service code 16 · EIN 45-4725418 | Consulting | $21,372 |
Filed as: QDRO CONSULTANTS CO. LLC Service code 17 · EIN 34-1820650 | Pension Consulting | $11,100 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,111 | $106,273+33.7% | $138,135+2.9% | $106,273+33.7% |
| Participation rate | 99.6% | 70.8%+28.8pp | 78.7%+20.9pp | 70.8%+28.8pp |
| Annual return | 13.11% | 21.70%-8.6pp | 20.51%-7.4pp | 21.70%-8.6pp |
| Employer contribution / active EE | $12,170 | $2,722+347.0% | $5,587+117.8% | $2,722+347.0% |
| Participant deferral / active EE | $11,141 | $4,601+142.1% | $6,431+73.2% | $4,601+142.1% |
| Admin fee / account holder | $110 | $78+40.4% | $11,856-99.1% | $78+40.4% |