| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6 years Service code 15 · EIN 04-2647786 | Recordkeeping | $4,262,333 |
BLACKROCK5 years Filed as: BLACKROCK INST TRUST COMPANY, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $825,967 |
GOLDMAN SACHS6 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $774,216 |
THE BANK OF NEW YORK MELLON9+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Other s... | $458,757 |
AON CONSULTING6 years Service code 15 · EIN 22-2232264 | Recordkeeping | $373,690 |
DELOITTE & TOUCHE LLP6 years Filed as: DELOITTE TAX LLP Service code 11 · EIN 86-1065772 | Actuarial | $251,597 |
Filed as: CARDINAL INVESTMENT ADVISORS, LLC Service code 28 · EIN 36-4464580 | Investment Management | $117,000 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON Service code 17 · EIN 36-6055558 | Pension Consulting | $63,361 |
DANIEL DENNIS & COMPANY LLP9+ years Filed as: DANIEL DENNIS CO. Service code 10 · EIN 04-2734675 | Accounting | $3,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 9.51% | 9.90%-0.4pp | 12.68%-3.2pp | 13.18%-3.7pp |
| Employer contribution / active EE | $3,896 | $7,519-48.2% | $41,626-90.6% | $8,469-54.0% |
| Participant deferral / active EE | $0 | $0 | $96-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |