| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 22-2232264 | Actuarial | $1,490,308 |
Service code 14 · EIN 20-5898509 | Plan Administrator | $758,144 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 15 · EIN 04-1867445 | Recordkeeping | $218,496 |
GEORGE JOHNSON & COMPANY2+ years Service code 10 · EIN 38-2029668 | Accounting | $27,700 |
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 | $57,821-100.0% | $14,339-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 17.0%-17.0pp | 5.5%-5.5pp |
| Annual return | 6.62% | 5.86%+0.8pp | 1.15%+5.5pp | 5.86%+0.8pp |
| Employer contribution / active EE | $53,459 | $10,137+427.3% | $26,339+103.0% | $10,137+427.3% |
| Participant deferral / active EE | $0 | $492-100.0% | $178-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $3,605-100.0% | $387-100.0% |