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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT INVESTMENT CONSULTING INC Service code 28 · EIN 23-2293237 | Investment Management | $249,492 |
CERIDIAN1+ years Service code 15 3311 EAST OLD SHAKOPEE RD · MINNEAPOLIS, MN 55425 | Recordkeeping | $70,928 |
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $58,750 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $43,033 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 14 · EIN 55-0672859 | Plan Administrator | $34,500 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $17,000 |
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Annual investment return 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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -3.87% | -0.43%-3.4pp | -3.43%-0.4pp | -0.60%-3.3pp |
| Employer contribution / active EE | $10,651 | $10,132+5.1% | $25,607-58.4% | $12,272-13.2% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |