| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING INC Service code 16 · EIN 22-2232264 | Consulting | $584,896 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF NY MELLON Service code 21 · EIN 25-0659306 | Bank Trustee | $502,303 |
BLACKROCK6+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 21 · EIN 13-3806691 | Bank Trustee | $423,296 |
CREDIT SUISSE2 years Filed as: CREDIT SUISSE SECURITIES USA LLC Service code 14 · EIN 05-0546650 | Plan Administrator | $320,449 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $147,862 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $83,442 |
THOMPSON HINE6+ years Service code 15 · EIN 34-0575300 | Recordkeeping | $71,801 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS CO Service code 18 · EIN 81-4017137 | Non-monetary compensation; Custodial ... | $60,470 |
KPMG LLP6+ years Service code 10 · EIN 13-5565207 | Accounting | $38,600 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY CAPITAL (MSCI) Service code 28 · EIN 04-2809819 | Investment Management | $35,930 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 19.3%-19.3pp | 0.6%-0.6pp |
| Annual return | 12.45% | 9.58%+2.9pp | 9.52%+2.9pp | 11.45%+1.0pp |
| Employer contribution / active EE | $134,424 | $21,155+535.4% | $41,951+220.4% | $17,219+680.7% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |