Filed August 15, 2018 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $244,031 |
NORTHERN TRUST COMPANY7+ years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 | Directed Trustee | $130,709 |
Filed as: CAPTRUST Service code 27 4208 SIX FORKS RD #1700 · RALEIGH, NC 27609 | Advisory (Plan) | $87,500 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $49,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 12.62% | 12.07%+0.6pp | 8.95%+3.7pp | 15.63%-3.0pp |
| Employer contribution / active EE | $7,009 | $9,481-26.1% | $46,559-84.9% | $11,476-38.9% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |