| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $38,622 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $36,269 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $13,980 |
Filed as: NOMURA CORP RESEARCH ASSET MGMT Service code 28 · EIN 13-3607885 | Investment Management | $8,274 |
HYPERION BROOKFIELD3+ years Service code 28 · EIN 13-3750132 | Investment Management | $7,206 |
ABERDEEN ASSET MANAGEMENT, INC.3+ years Service code 28 · EIN 51-0368279 | Investment Management | $6,979 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MGMT CO, LLP Service code 28 · EIN 04-2683227 | Investment Management | $5,365 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 18.25% | 13.03%+5.2pp | 10.36%+7.9pp | 23.90%-5.6pp |
| Employer contribution / active EE | $5,348 | $15,779-66.1% | $37,738-85.8% | $16,539-67.7% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |