| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $41,792 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $33,402 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $15,131 |
Filed as: NOMURA CORP RESEARCH ASSET MGMT Service code 28 · EIN 13-3607885 | Investment Management | $14,849 |
ABERDEEN ASSET MANAGEMENT, INC.4+ years Service code 28 · EIN 51-0368279 | Investment Management | $9,251 |
HYPERION BROOKFIELD4+ years Service code 28 · EIN 13-3750132 | Investment Management | $8,056 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MGMT CO, LLP Service code 28 · EIN 04-2683227 | Investment Management | $6,836 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $5,080 |
Annual investment return 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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -7.36% | -1.12%-6.2pp | -2.18%-5.2pp | 0.19%-7.6pp |
| Employer contribution / active EE | $5,319 | $12,052-55.9% | $38,751-86.3% | $13,763-61.4% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |