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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT INVESTMENT CONSULTING INC Service code 28 · EIN 23-2293237 | Investment Management | $261,196 |
CERIDIAN3+ years Service code 15 3311 EAST OLD SHAKOPEE RD · MINNEAPOLIS, MN 55425 | Recordkeeping | $55,426 |
HEWITT ASSOCIATES LLC3+ years Service code 11 · EIN 36-2235791 | Actuarial | $41,805 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $37,699 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $29,152 |
BKD, LLP3+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $10,663 |
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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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 15.07% | 79.68%-64.6pp | 16.78%-1.7pp | 23.90%-8.8pp |
| Employer contribution / active EE | $8,792 | $21,735-59.5% | $26,328-66.6% | $16,539-46.8% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |