Filed December 7, 2022
| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-5656874 | Plan Administrator | $1,005,902 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $206,242 |
BLACKROCK3 years Service code 28 · EIN 94-3112180 | Investment Management | $160,004 |
FID INV INST OPS CO1 year Filed as: FID INV INST OPS Service code 14 · EIN 04-2647786 | Plan Administrator | $137,797 |
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $120,000 |
BUCK GLOBAL, LLC2 years Service code 11 · EIN 83-1116912 | Actuarial | $45,342 |
GRANT THORNTON LLP8+ years Service code 10 · EIN 36-6055558 | Accounting | $31,500 |
ERISA BENEFITS LAW1 year Filed as: ERISA BENEFITS LAW, PL Service code 29 · EIN 81-1902721 | Legal | $12,056 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | 54.53% | 38.53%+16.0pp | -3.21%+57.7pp | 2.78%+51.8pp |
| Employer contribution / active EE | $0 | $14,659-100.0% | $46,051-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |