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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $575,417 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $378,030 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $347,194 |
ADVANTUS CAPITAL MANAGEMENT1+ years Filed as: ADVANTUS Service code 28 · EIN 41-1792781 | Investment Management | $188,164 |
SPRUCEGROVE INVESTMENT MGMT1+ years Filed as: SPRUCEGROVE INVESTMENT MGMT. LTD. Service code 28 · EIN 98-0399967 | Investment Management | $141,039 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Other fees; Direct payment from the p... | $81,669 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $69,000 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $44,245 |
MILLIMAN, INC.1+ years Service code 17 · EIN 91-0675641 | Pension Consulting | $6,895 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -4.34% | 0.06%-4.4pp | -0.81%-3.5pp | -0.60%-3.7pp |
| Employer contribution / active EE | $14,167 | $14,206-0.3% | $38,425-63.1% | $12,272+15.4% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |