| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Filed as: AON CONSULTING INC Service code 16 · EIN 22-2232264 | Consulting | $757,998 |
CREDIT SUISSE3 years Filed as: CREDIT SUISSE SECURITIES USA LLC Service code 14 · EIN 05-0546650 | Plan Administrator | $468,000 |
BLACKROCK7+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 21 · EIN 13-3806691 | Bank Trustee | $374,331 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $184,527 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $157,076 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF NY MELLON Service code 21 · EIN 25-0659306 | Bank Trustee | $122,456 |
THOMPSON HINE7+ years Service code 15 · EIN 34-0575300 | Recordkeeping | $113,477 |
Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $65,000 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY CAPITAL (MSCI) Service code 28 · EIN 04-2809819 | Investment Management | $42,697 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS CO Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $34,181 |
Annual investment return 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.
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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 0.75% | 11.84%-11.1pp | 8.95%-8.2pp | 13.24%-12.5pp |
| Employer contribution / active EE | $0 | $12,426-100.0% | $46,559-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |