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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 | $245,317 |
HEWITT ASSOCIATES LLC2+ years Service code 11 · EIN 36-2235791 | Actuarial | $74,842 |
CERIDIAN2+ years Service code 15 3311 EAST OLD SHAKOPEE RD · MINNEAPOLIS, MN 55425 | Recordkeeping | $56,965 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $32,781 |
Filed as: MCDERMOTT, WILL & EMERY LLP Service code 29 444 WEST LAKE STREET · CHICAGO, IL 60606 | Legal | $16,866 |
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 7.76% | 17.94%-10.2pp | 5.44%+2.3pp | 7.18%+0.6pp |
| Employer contribution / active EE | $9,166 | $12,263-25.3% | $25,481-64.0% | $13,095-30.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |