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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT INVESTMENT CONSULTING INC Service code 28 · EIN 23-2293237 | Investment Management | $119,175 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 36-2235791 | Actuarial | $77,227 |
Filed as: MCDERMOTT, WILL & EMERY LLP Service code 29 444 WEST LAKE STREET · CHICAGO, IL 60606 | Legal | $31,350 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $20,618 |
CERIDIAN2+ years Service code 15 3311 EAST OLD SHAKOPEE RD · MINNEAPOLIS, MN 55425 | Recordkeeping | $17,514 |
BKD, LLP2+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $16,817 |
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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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 8.38% | 16.85%-8.5pp | 5.44%+2.9pp | 11.88%-3.5pp |
| Employer contribution / active EE | $22,866 | $10,313+121.7% | $25,481-10.3% | $14,612+56.5% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |