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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Service code 15 · EIN 36-2235791 | Recordkeeping | $126,066 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPTRUST ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $77,938 |
RICHMOND CAPITAL MANAGEMENT5+ years Filed as: RICHMOND CAPITAL Service code 28 · EIN 54-1288566 | Investment Management | $44,732 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 24 · EIN 36-1561860 | Discretionary Trustee | $26,008 |
MORISON COGEN LLP5+ years Service code 10 · EIN 23-1406493 | Accounting | $16,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $317,036-100.0% | $204,001-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 13.0%-13.0pp |
| Annual return | 19.81% | 13.23%+6.6pp | -100.31%+120.1pp | 13.59%+6.2pp |
| Employer contribution / active EE | $0 | $9,675-100.0% | $18,686-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $308-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $1,604-100.0% | $29,657-100.0% |