Filed December 27, 2023 (most recent of 4 filings on file)
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
WALTON STREET MANAGERS VII, L.P.1+ years Service code 72 900 NORTH MICHIGAN AVENUE · CHICAGO, IL 60611 | Other investment fees and expenses | $38,418 |
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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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | 1.28% | 4.01%-2.7pp | -2.01%+3.3pp | 1.67%-0.4pp |
| Employer contribution / active EE | $3,991 | $6,352-37.2% | $34,453-88.4% | $10,506-62.0% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |