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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURIAN Service code 28 · EIN 41-1792781 | Investment Management | $211,313 |
AON CONSULTING4+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $197,858 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $178,411 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $173,387 |
MARATHON ASSET MANAGEMENT3 years Filed as: MARATHON ASSET MANAGEMENT LLP Service code 28 · EIN 61-6506892 | Investment Management | $143,103 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $69,000 |
KPMG LLP4+ years Service code 10 · EIN 13-5565207 | Accounting | $49,950 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Investment ma... | $35,218 |
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Employer contribution per participant 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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -4.15% | -1.12%-3.0pp | -2.18%-2.0pp | 0.19%-4.3pp |
| Employer contribution / active EE | $2,241 | $12,052-81.4% | $38,751-94.2% | $13,763-83.7% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |