| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $1,031,602 |
HUBER CAPITAL MANAGEMENT2+ years Filed as: HUBER Service code 15 · EIN 13-1898818 | Recordkeeping | $539,420 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON BANK Service code 21 · EIN 25-0659306 | Bank Trustee | $119,647 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $107,358 |
THOMPSON HINE2+ years Service code 15 · EIN 34-0575300 | Recordkeeping | $106,953 |
SEI INVESTMENTS2+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $93,182 |
BLACKROCK2+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3806691 | Investment Management | $44,246 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $37,500 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 27 · EIN 13-3954297 | Advisory (Plan) | $15,000 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 2.43% | 5.13%-2.7pp | 4.74%-2.3pp | 7.18%-4.8pp |
| Employer contribution / active EE | $5 | $14,689-100.0% | $36,089-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |