| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $120,000 |
ERNST & YOUNG LLP1 year Filed as: ERNST YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $100,350 |
MORNINGSTAR2+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $71,780 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $62,334 |
NEPC, LLC2+ years Filed as: NEPC LLC Service code 16 PO BOX 4110 · WOBURN, MA 01888 | Consulting | $22,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,962 | $329,111-79.3% | $108,745-37.5% | $329,111-79.3% |
| Participation rate | 77.9% | 67.9%+10.0pp | 77.7%+0.2pp | 67.9%+10.0pp |
| Annual return | 10.28% | 16.35%-6.1pp | 46.22%-35.9pp | 16.35%-6.1pp |
| Employer contribution / active EE | $3,667 | $2,303+59.2% | $3,323+10.4% | $2,303+59.2% |
| Participant deferral / active EE | $3,778 | $3,682+2.6% | $5,121-26.2% | $3,682+2.6% |
| Admin fee / account holder | $11 | $754-98.6% | $6,144-99.8% | $754-98.6% |