Filed January 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON CONSULTING INC. Service code 49 · EIN 22-2232264 | Other Services | $148,936 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $36,688 |
Filed as: HARTER, SECREST & EMERY LLP Service code 29 · EIN 16-0766172 | Legal | $31,103 |
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES Service code 28 · EIN 36-2235791 | Investment Management | $21,134 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 5.41% | 12.38%-7.0pp | 10.53%-5.1pp | 23.90%-18.5pp |
| Employer contribution / active EE | $16,563 | $23,325-29.0% | $29,360-43.6% | $16,539+0.1% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |