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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Filed as: AON HEWITT INV CONSULTING INC Service code 28 · EIN 23-2293237 | Investment Management | $261,310 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $66,067 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $46,082 |
CERIDIAN6+ years Service code 15 3311 EAST OLD SHAKOPEE RD · MINNEAPOLIS, MN 55425 | Recordkeeping | $19,584 |
BKD, LLP6+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $15,238 |
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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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 9.77% | 13.15%-3.4pp | -2.84%+12.6pp | 11.45%-1.7pp |
| Employer contribution / active EE | $19,139 | $23,714-19.3% | $33,329-42.6% | $17,219+11.2% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |