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| Provider | Service type | Compensation |
|---|---|---|
SNOW CAPITAL MANAGEMENT3+ years Filed as: SNOW CAPITAL MANAGEMENT LP Service code 28 · EIN 25-1894430 | Investment Management | $65,285 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-0025081 | Investment management fees paid direc... | $59,375 |
MCDONALD HOPKINS, LLC3+ years Service code 29 · EIN 34-1059058 | Legal | $30,305 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $26,658 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3019431 | Consulting | $25,078 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $21,921 |
GEORGE JOHNSON & COMPANY3+ years Service code 10 · EIN 38-2029668 | Accounting | $20,450 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 22-2232264 | Actuarial | $7,203 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $222,828-100.0% | $180,484-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 10.1%-10.1pp | 45.9%-45.9pp |
| Annual return | 7.05% | 3.14%+3.9pp | 10.53%-3.5pp | 10.21%-3.2pp |
| Employer contribution / active EE | $0 | $46,562-100.0% | $29,360-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,524-100.0% | $1,273-100.0% | $13,518-100.0% |