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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 15 · EIN 36-2235791 | Recordkeeping | $127,672 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 24 · EIN 36-1561860 | Discretionary Trustee | $49,616 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $32,618 |
RICHMOND CAPITAL MANAGEMENT1+ years Filed as: RICHMOND CAPITAL Service code 28 · EIN 54-1288566 | Investment Management | $31,843 |
MORISON COGEN LLP1+ years Service code 10 · EIN 23-1406493 | Accounting | $15,000 |
COZEN O'CONNOR1+ years Filed as: COZEN OCONNOR ATTORNEYS Service code 29 · EIN 23-1732832 | Legal | $8,750 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $12,831-100.0% | $19,623-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 12.5%-12.5pp | 4.3%-4.3pp |
| Annual return | -2.15% | -1.47%-0.7pp | -0.97%-1.2pp | 2.81%-5.0pp |
| Employer contribution / active EE | $0 | $13,250-100.0% | $22,441-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $36-100.0% | $183-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,461-100.0% | $2,730-100.0% | $1,639-100.0% |