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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $702,113 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $231,062 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Soft dollars commissions; Custodial (... | $169,782 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $145,575 |
AON CONSULTING1+ years Filed as: HEWITT ENNISKNUPP, AN AON COMPANY Service code 17 · EIN 36-3109431 | Pension Consulting | $92,000 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE INSURANCE COMPANY Service code 21 · EIN 13-5581829 | Bank Trustee | $77,017 |
WINSLOW CAPITAL MANAGEMENT1+ years Filed as: WINSLOW CAPITAL MANAGEMENT LLC Service code 28 · EIN 90-0860898 | Investment Management | $71,448 |
BLACKROCK1+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $23,907 |
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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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -1.73% | 0.06%-1.8pp | -0.81%-0.9pp | -0.60%-1.1pp |
| Employer contribution / active EE | $18,051 | $14,206+27.1% | $38,425-53.0% | $12,272+47.1% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |