Filed March 8, 2024 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $1,079,421 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $148,318 |
FORVIS, LLP1+ years Filed as: WEISERMAZARS LLP Service code 10 · EIN 13-1459550 | Accounting | $25,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $116,103 | $87,670+32.4% | $123,105-5.7% | $69,651+66.7% |
| Participation rate | 68.9% | 87.8%-18.8pp | 86.8%-17.9pp | 66.6%+2.4pp |
| Annual return | 2.64% | 3.10%-0.5pp | 13.22%-10.6pp | 53.77%-51.1pp |
| Employer contribution / active EE | $2,706 | $3,511-22.9% | $5,151-47.5% | $2,241+20.8% |
| Participant deferral / active EE | $5,060 | $5,412-6.5% | $6,229-18.8% | $3,635+39.2% |
| Admin fee / account holder | $133 | $94+41.1% | $9,014-98.5% | $63+110.1% |