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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 SUITE 80, MAIL STOP 9E · ATLANTA, GA 30339 | Actuarial | $476,002 |
Filed as: PRUDENTIAL Service code 28 · EIN 23-6994310 | Investment Management | $107,464 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $68,918 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $37,787 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 PO BOX 5493 · BOSTON, MA 02111 | Investment Management | $31,913 |
ACADIAN ASSET MANAGEMENT LLC2+ years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $24,313 |
Filed as: PRINCIPAL Service code 21 · EIN 42-0127290 | Bank Trustee | $18,211 |
THOMPSON HINE1 year Service code 29 | Legal | $13,086 |
Filed as: GILMORE JASION MAHLER, LTD. Service code 10 · EIN 34-1827159 | Accounting | $12,600 |
Service code 28 1 IRON STREET · BOSTON, MA 02210 | Investment Management | $5,025 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 10.93% | 79.68%-68.8pp | 16.78%-5.8pp | 23.90%-13.0pp |
| Employer contribution / active EE | $16,672 | $21,735-23.3% | $26,328-36.7% | $16,539+0.8% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |