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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $203,754 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $161,193 |
Filed as: SECURIAN Service code 28 · EIN 41-1792781 | Investment Management | $125,251 |
MARATHON ASSET MANAGEMENT6 years Filed as: MARATHON ASSET MANAGEMENT LLP Service code 28 · EIN 61-6506892 | Investment Management | $121,619 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $60,000 |
KPMG LLP7+ years Service code 10 · EIN 13-5565207 | Accounting | $49,435 |
STATE STREET GLOBAL ADVISORS7+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $31,301 |
FERRAIUOLI LLC2 years Service code 29 · EIN 66-0628896 | Legal | $14,615 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $215,870-100.0% | $454,052-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 18.4%-18.4pp | 3.6%-3.6pp |
| Annual return | 10.09% | 11.11%-1.0pp | 8.95%+1.1pp | 11.84%-1.8pp |
| Employer contribution / active EE | $0 | $19,861-100.0% | $46,559-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $1,543-100.0% | $131-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $354-100.0% | $19,831-100.0% | $409-100.0% |