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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $76,936 |
Service code 28 · EIN 46-1294859 | Investment Management | $61,015 |
DODGE & COX6+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $57,071 |
CALLAN ASSOCIATES6+ years Filed as: CALLAN ASSOCIATE, INC. Service code 28 · EIN 94-2192581 | Investment Management | $42,639 |
MERCER6+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $23,584 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $18,916 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST CO Service code 21 1 LINCOLN ST FL1 · BOSTON, MA 021112901 | Bank Trustee | $17,110 |
JACKSON LEWIS P.C.5 years Filed as: JACKSON LEWIS Service code 29 666 THIRD AVENUE · NEW YORK, NY 10017 | Legal | $12,003 |
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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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 13.36% | 10.61%+2.8pp | 9.52%+3.8pp | 627.08%-613.7pp |
| Employer contribution / active EE | $16,424 | $21,392-23.2% | $41,951-60.9% | $18,824-12.8% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |