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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURIAN Service code 28 · EIN 41-1792781 | Investment Management | $278,362 |
AON CONSULTING5+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $226,886 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $143,483 |
MARATHON ASSET MANAGEMENT4 years Filed as: MARATHON ASSET MANAGEMENT LLP Service code 28 · EIN 61-6506892 | Investment Management | $137,129 |
WEDGE CAPITAL MANAGEMENT5+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $122,689 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $69,000 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $48,766 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $30,996 |
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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 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 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 20.08% | 18.13%+1.9pp | 14.64%+5.4pp | 16.32%+3.8pp |
| Employer contribution / active EE | $0 | $23,138-100.0% | $41,831-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |