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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $474,900 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $455,458 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $324,643 |
ADVANTUS CAPITAL MANAGEMENT3+ years Filed as: ADVANTUS Service code 28 · EIN 41-1792781 | Investment Management | $248,842 |
MARATHON ASSET MANAGEMENT2 years Filed as: MARATHON ASSET MANAGEMENT LLP Service code 28 · EIN 61-6506892 | Investment Management | $213,934 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $69,000 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $52,966 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $48,700 |
COHEN & BUCKMANN1 year Filed as: COHEN & BUCKMANN PC Service code 29 · EIN 81-1443602 | Legal | $21,553 |
ECKLER LTD1 year Service code 70 · EIN 10-1559193 | Consulting Fees | $5,239 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 0.04% | 13.03%-13.0pp | 10.36%-10.3pp | 23.90%-23.9pp |
| Employer contribution / active EE | $58,878 | $15,779+273.1% | $37,738+56.0% | $16,539+256.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |