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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $76,691 |
CALLAN ASSOCIATES3+ years Filed as: CALLAN ASSOCIATE, INC. Service code 28 · EIN 94-2192581 | Investment Management | $54,483 |
DODGE & COX3+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $51,812 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Other fees; C... | $33,815 |
MERCER3+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $19,033 |
HOOD RIVER CAPITAL MANAGEMENT3+ years Filed as: HOOD RIVER Service code 28 ONE SW COLUMBIA STREET · PORTLAND, OR 97258 | Investment Management | $18,900 |
BOSTON PARTNERS3+ years Filed as: THE BOSTON COMPANY ASSET MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $15,235 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST CO Service code 21 1 LINCOLN ST FL1 · BOSTON, MA 021112901 | Bank Trustee | $14,516 |
JACKSON LEWIS P.C.2 years Filed as: JACKSON LEWIS Service code 29 2800 QUARRY LAKE DRIVE · BALTIMORE, MD 21209 | Legal | $7,909 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 12.35% | 12.23%+0.1pp | 10.36%+2.0pp | 13.95%-1.6pp |
| Employer contribution / active EE | $11,749 | $18,059-34.9% | $37,738-68.9% | $16,598-29.2% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |