| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Filed as: AON CONSULTING INC Service code 16 · EIN 22-2232264 | Consulting | $577,327 |
BLACKROCK8+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 21 · EIN 13-3806691 | Bank Trustee | $369,509 |
CREDIT SUISSE4 years Filed as: CREDIT SUISSE SECURITIES USA LLC Service code 14 · EIN 05-0546650 | Plan Administrator | $333,000 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $139,838 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $121,585 |
THE BANK OF NEW YORK MELLON6 years Filed as: BANK OF NY MELLON Service code 21 · EIN 25-0659306 | Bank Trustee | $103,516 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISORS CO Service code 18 · EIN 81-4017137 | Non-monetary compensation; Direct pay... | $69,294 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $66,600 |
THOMPSON HINE8+ years Service code 15 · EIN 34-0575300 | Recordkeeping | $43,232 |
BUCK GLOBAL, LLC4 years Service code 16 · EIN 13-2856102 | Consulting | $15,000 |
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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -22.04% | 38.53%-60.6pp | -3.21%-18.8pp | 2.78%-24.8pp |
| Employer contribution / active EE | $0 | $14,659-100.0% | $46,051-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |