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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON Service code 15 · EIN 36-2235791 | Recordkeeping | $95,353 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $53,019 |
RICHMOND CAPITAL MANAGEMENT3+ years Filed as: RICHMOND CAPITAL Service code 28 · EIN 54-1288566 | Investment Management | $42,912 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 24 · EIN 36-1561860 | Discretionary Trustee | $21,209 |
MORISON COGEN LLP3+ 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 | $36,166-100.0% | $107,664-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 6.7%-6.7pp | 10.0%-10.0pp | 11.3%-11.3pp |
| Annual return | 13.50% | 10.39%+3.1pp | 337.46%-324.0pp | 10.41%+3.1pp |
| Employer contribution / active EE | $0 | $10,969-100.0% | $20,191-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $108-100.0% | $30-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $439-100.0% | $1,663-100.0% | $2,646-100.0% |