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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $548,567 |
AON CONSULTING6+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $534,095 |
Filed as: SECURIAN Service code 28 · EIN 41-1792781 | Investment Management | $258,297 |
MARATHON ASSET MANAGEMENT5 years Filed as: MARATHON ASSET MANAGEMENT LLP Service code 28 · EIN 61-6506892 | Investment Management | $124,748 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $66,000 |
KPMG LLP6+ years Service code 10 · EIN 13-5565207 | Accounting | $48,420 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 04-1867445 | Other fees; Investment management fee... | $32,715 |
COHEN & BUCKMANN1 year Service code 29 · EIN 81-1443602 | Legal | $28,833 |
FERRAIUOLI LLC1 year Service code 29 · EIN 66-0628896 | Legal | $5,450 |
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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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.7%-1.7pp |
| Annual return | 10.19% | 10.61%-0.4pp | 9.52%+0.7pp | 627.08%-616.9pp |
| Employer contribution / active EE | $0 | $21,392-100.0% | $41,951-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |