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 | $383,631 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 21 · EIN 39-1561860 | Bank Trustee | $52,111 |
FORVIS, LLP1+ years Filed as: WEISERMAZARS LLP Service code 10 · EIN 13-1459550 | Accounting | $25,014 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,463 | $83,458-34.7% | $123,105-55.8% | $67,505-19.3% |
| Participation rate | 64.7% | 84.5%-19.8pp | 86.8%-22.1pp | 71.2%-6.5pp |
| Annual return | 1.43% | 1.29%+0.1pp | 13.22%-11.8pp | 6.52%-5.1pp |
| Employer contribution / active EE | $3,697 | $3,087+19.8% | $5,151-28.2% | $2,173+70.1% |
| Participant deferral / active EE | $0 | $5,379-100.0% | $6,229-100.0% | $3,597-100.0% |
| Admin fee / account holder | $63 | $60+5.6% | $9,014-99.3% | $56+12.4% |