Filed March 8, 2024 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES Service code 15 · EIN 36-2235791 | Recordkeeping | $321,889 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE TRUST COMPANY Service code 28 · EIN 52-1309931 | Investment Management | $124,855 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $57,072 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $55,766 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 95-2632339 | Investment Management | $50,044 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $17,923 |
FORVIS, LLP1 year Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $15,530 |
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $14,168 |
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 | $67,610 | $112,134-39.7% | $149,721-54.8% | $80,976-16.5% |
| Participation rate | 53.5% | 87.3%-33.7pp | 87.1%-33.5pp | 68.3%-14.7pp |
| Annual return | 17.79% | 17.23%+0.6pp | 1501.67%-1483.9pp | 22.91%-5.1pp |
| Employer contribution / active EE | $3,724 | $3,991-6.7% | $5,444-31.6% | $2,402+55.0% |
| Participant deferral / active EE | $0 | $6,036-100.0% | $6,568-100.0% | $3,848-100.0% |
| Admin fee / account holder | $88 | $109-19.1% | $11,282-99.2% | $67+30.9% |