Filed March 8, 2024 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $373,676 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 28 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Investment Management | $96,097 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 30-0835489 | Investment Management | $78,354 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $57,217 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 21 · EIN 39-1561860 | Bank Trustee | $54,891 |
FORVIS, LLP1 year Filed as: MAZARS USA LLP. Service code 10 · EIN 13-1459550 | Accounting | $26,528 |
HEWITT ASSOCIATES LLC1 year Service code 59 | Shareholder Servicing | $0 |
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 | $57,333 | $82,683-30.7% | $133,975-57.2% | $65,292-12.2% |
| Participation rate | 62.3% | 87.3%-25.0pp | 87.1%-24.7pp | 72.4%-10.1pp |
| Annual return | 7.08% | 9.63%-2.5pp | 29.29%-22.2pp | 11.84%-4.8pp |
| Employer contribution / active EE | $3,656 | $3,583+2.0% | $5,211-29.9% | $2,302+58.8% |
| Participant deferral / active EE | $0 | $5,190-100.0% | $6,282-100.0% | $3,579-100.0% |
| Admin fee / account holder | $90 | $66+37.2% | $9,324-99.0% | $57+57.2% |