| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $318,489 |
INVESCO1 year Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $206,706 |
AON CONSULTING2+ years Filed as: AON HEWITT FINANCIAL ADVISORS Service code 26 · EIN 35-2421957 | Advisory (Participants) | $159,498 |
THE BANK OF NEW YORK MELLON2+ years Service code 28 · EIN 13-5160382 | Investment Management | $149,227 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 27-2436452 | Investment Management | $100,000 |
BLACK & PINCKARD LLC1 year Filed as: BLACK ROCK FINANCIAL Service code 21 · EIN 94-3112180 | Bank Trustee | $53,133 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG U.S. LPP Service code 10 · EIN 34-6565596 | Accounting | $48,059 |
BLUM SHAPIRO1 year Filed as: CLA Service code 10 · EIN 41-0746749 | Accounting | $8,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,539 | $107,045-0.5% | $108,745-2.0% | $63,975+66.5% |
| Participation rate | 65.0% | 81.9%-16.9pp | 77.7%-12.7pp | 71.1%-6.1pp |
| Annual return | -29.97% | 18.14%-48.1pp | 46.22%-76.2pp | 48.65%-78.6pp |
| Employer contribution / active EE | $5,794 | $2,651+118.6% | $3,323+74.4% | $2,182+165.6% |
| Participant deferral / active EE | $5,935 | $4,292+38.3% | $5,121+15.9% | $3,356+76.8% |
| Admin fee / account holder | $275 | $67+309.0% | $6,144-95.5% | $70+289.9% |