| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CONSULTING INC. Service code 13 · EIN 22-2232264 8182 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Contract Administrator | $372,308 |
MCKINSEY & COMPANY INC.1+ years Service code 15 · EIN 13-1826332 55 EAST 52ND STREET · NEW YORK, NY 10055 | Recordkeeping | $97,014 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 186 WOOD AVENUE S #4 · ISELIN, NJ 088302725 | Accounting | $39,870 |
WELLS FARGO BANK, N.A.1+ years Service code 21 · EIN 56-6433588 TRUST OPERATIONS · MINNEAPOLIS, MN 554855159 | Bank Trustee | $19,156 |
BLUE ROCKET ASSOCIATES1+ years Service code 99 · EIN 27-2574202 118 ROWLAND AVENUE · CLIFTON, NJ 07012 | Other Fees | $10,743 |
FOLEY/MYERS COMMUNICATIONS INC.1+ years Service code 38 · EIN 56-2338129 22 FISHKILL ROAD · COLD SPRING, NY 10516 | Participant Communication | $10,089 |
HEWITT ASSOCIATES LLC1+ years Service code 38 · EIN 36-2235791 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Participant Communication | $5,017 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,592 | $79,558-32.6% | $115,038-53.4% | $67,505-20.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 81.4%+18.6pp | 71.2%+28.8pp |
| Annual return | 2.45% | 4.65%-2.2pp | 26.14%-23.7pp | 6.52%-4.1pp |
| Employer contribution / active EE | $7,280 | $2,529+187.8% | $4,608+58.0% | $2,173+235.0% |
| Participant deferral / active EE | $0 | $5,510-100.0% | $6,026-100.0% | $3,597-100.0% |
| Admin fee / account holder | $37 | $60-37.7% | $8,175-99.5% | $56-33.7% |