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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING8+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $185,993 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $102,500 |
KPMG LLP8+ years Service code 10 · EIN 13-5565207 | Accounting | $71,587 |
Filed as: MARATHON ASSET MANAGEMENT LTD Service code 28 · EIN 98-1669899 | Investment Management | $55,060 |
Filed as: SECURIAN Service code 28 · EIN 41-1792781 | Investment Management | $55,057 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-1520346 | Bank Trustee | $55,000 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $52,029 |
STATE STREET GLOBAL ADVISORS8+ years Service code 18 · EIN 04-1867445 | Other fees; Custodial (securities); I... | $26,257 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $788,447-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 5.6%-5.6pp |
| Annual return | -24.52% | -0.56%-24.0pp | -3.21%-21.3pp | 39.82%-64.3pp |
| Employer contribution / active EE | $124,490 | $21,553+477.6% | $46,051+170.3% | $19,980+523.1% |
| Participant deferral / active EE | $0 | $308-100.0% | $31-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $46,258-100.0% | $62-100.0% |