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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 15 · EIN 36-2235791 | Recordkeeping | $114,945 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $100,137 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 24 · EIN 36-1561860 | Discretionary Trustee | $38,591 |
RICHMOND CAPITAL MANAGEMENT2+ years Filed as: RICHMOND CAPITAL Service code 28 · EIN 54-1288566 | Investment Management | $37,346 |
Filed as: INCOME RESEARCH & MGMT, INC. Service code 28 · EIN 04-2955404 | Investment Management | $22,744 |
MORISON COGEN LLP2+ years Service code 10 · EIN 23-1406493 | Accounting | $16,000 |
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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 | $49,677-100.0% | $111,575-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 3.6%-3.6pp |
| Annual return | 4.24% | 4.01%+0.2pp | 18.87%-14.6pp | 11.88%-7.6pp |
| Employer contribution / active EE | $0 | $9,840-100.0% | $19,828-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $19-100.0% | $68-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $262-100.0% | $637-100.0% |