Filed August 8, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO9+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $158,628 |
Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $31,863 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 50 · EIN 36-3109431 | Direct Payment | $12,201 |
Annual investment return 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 | $230,487 | $161,802+42.4% | $96,564+138.7% | $96,393+139.1% |
| Participation rate | 95.5% | 92.5%+3.0pp | 76.0%+19.5pp | 71.3%+24.2pp |
| Annual return | 13.27% | 18.41%-5.1pp | 25.89%-12.6pp | 22.88%-9.6pp |
| Employer contribution / active EE | $0 | $5,381-100.0% | $2,967-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $0 | $8,927-100.0% | $4,852-100.0% | $5,455-100.0% |
| Admin fee / account holder | $7 | $61-88.3% | $8,256-99.9% | $74-90.3% |