| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5 years Filed as: AON CONSULTING INC Service code 16 · EIN 22-2232264 | Consulting | $659,079 |
BLACKROCK9+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 21 · EIN 13-3806691 | Bank Trustee | $269,304 |
CREDIT SUISSE5 years Filed as: CREDIT SUISSE SECURITIES USA LLC Service code 14 · EIN 05-0546650 | Plan Administrator | $135,000 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $122,773 |
THE BANK OF NEW YORK MELLON7 years Filed as: BANK OF NY MELLON Service code 21 · EIN 25-0659306 | Bank Trustee | $101,006 |
PRICEWATERHOUSECOOPERS LLP3 years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $80,103 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $68,520 |
Filed as: STATE STREET GLOBAL ADVISORS CO. Service code 18 · EIN 81-4017137 | Custodial (other than securities); Di... | $63,243 |
THOMPSON HINE9+ years Service code 15 · EIN 34-0575300 | Recordkeeping | $31,554 |
BUCK GLOBAL, LLC5 years Service code 16 · EIN 13-2856102 | Consulting | $15,825 |
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 | $9,556,684-100.0% | $422,209-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.4%-2.4pp |
| Annual return | 10.48% | 9.98%+0.5pp | 12.68%-2.2pp | 22.81%-12.3pp |
| Employer contribution / active EE | $0 | $15,842-100.0% | $41,626-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $285-100.0% | $96-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,609-100.0% | $85,222-100.0% |