| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 20-5898509 | Plan Administrator | $212,306 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 22-2232264 | Actuarial | $185,811 |
MCDONALD HOPKINS, LLC1+ years Service code 29 · EIN 34-1059058 | Legal | $46,356 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 15 · EIN 04-1867445 | Recordkeeping | $33,724 |
GEORGE JOHNSON & COMPANY1+ years Service code 10 · EIN 38-2029668 | Accounting | $26,909 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS Service code 16 · EIN 13-4008324 | Consulting | $6,180 |
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 | $14,096,330-100.0% | $10,105-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | -1.31% | -3.37%+2.1pp | 16.23%-17.5pp | 1.67%-3.0pp |
| Employer contribution / active EE | $0 | $15,879-100.0% | $17,605-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,137-100.0% | $237-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $11-100.0% | $66,276-100.0% |