| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 20-5898509 | Plan Administrator | $4,678,013 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 22-2232264 | Actuarial | $1,335,746 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $211,788 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 15 · EIN 04-1867445 | Recordkeeping | $187,382 |
GEORGE JOHNSON & COMPANY3+ years Service code 10 · EIN 38-2029668 | Accounting | $23,800 |
Service code 10 · EIN 13-4008324 | Accounting | $22,824 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 20.62% | 16.32%+4.3pp | 11.12%+9.5pp | 16.32%+4.3pp |
| Employer contribution / active EE | $0 | $12,766-100.0% | $22,651-100.0% | $12,766-100.0% |
| Participant deferral / active EE | $0 | $800-100.0% | $198-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |