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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC4+ years Filed as: HEWITT INVESTMENT CONSULTING INC Service code 28 · EIN 23-2293237 | Investment Management | $161,341 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $67,359 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BAND AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $30,459 |
CERIDIAN4+ years Service code 15 3311 EAST OLD SHAKOPEE RD · MINNEAPOLIS, MN 55425 | Recordkeeping | $22,262 |
BKD, LLP4+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $13,750 |
MCDERMOTT WILL & EMERY LLP3 years Filed as: MCDERMOTT, WILL & EMERY LLP Service code 29 444 WEST LAKE STREET · CHICAGO, IL 60606 | Legal | $6,749 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | -4.92% | -2.68%-2.2pp | 12.68%-17.6pp | -0.69%-4.2pp |
| Employer contribution / active EE | $19,690 | $18,045+9.1% | $22,860-13.9% | $16,786+17.3% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |