| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-5656874 | Plan Administrator | $59,394 |
BARTLIT BECK LLP3 years Service code 29 · EIN 36-3909157 | Legal | $57,445 |
AON CONSULTING8+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $55,005 |
BLACKROCK3 years Service code 28 · EIN 94-3112180 | Investment Management | $49,366 |
MERCER1 year Filed as: MERCER INVESTMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $22,176 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $17,518 |
Filed as: NOMURA CORPORATION RESEARCH ASSET Service code 28 · EIN 13-3607885 | Investment Management | $16,622 |
L & S VENTURES LLC3 years Service code 17 · EIN 75-3238476 | Pension Consulting | $9,254 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $7,857 |
CAPITAL MARKET RISK ADVISORS2 years Service code 29 · EIN 47-4660619 | Legal | $7,158 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | 37.41% | 38.53%-1.1pp | -3.21%+40.6pp | 2.78%+34.6pp |
| Employer contribution / active EE | $0 | $14,659-100.0% | $46,051-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |