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| Provider | Service type | Compensation |
|---|---|---|
GREENBERG TRAURIG1+ years Service code 29 · EIN 13-3613083 | Legal | $2,622,649 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $1,757,574 |
FRONTIER CAPITAL MANAGEMENT1+ years Filed as: FRONTIER CAPITAL MGMT Service code 27 · EIN 04-3492668 | Advisory (Plan) | $945,581 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR & CO, LLC Service code 27 · EIN 36-2214610 | Advisory (Plan) | $582,102 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $296,025 |
AON CONSULTING1+ years Filed as: AON RISK SERVICES INC Service code 14 · EIN 16-1067929 | Plan Administrator | $264,045 |
KEN GERAGHTY1+ years Service code 31 · EIN 06-5449407 | Named fiduciary; Direct payment from ... | $186,317 |
BDO USA, LLP1+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $124,136 |
RIDGE RETIREMENT CONSULTANTS LLC1+ years Filed as: RIDGE RETIREMENT CONSULT Service code 27 · EIN 46-5319173 | Advisory (Plan) | $110,000 |
MERCER1+ years Filed as: MERCER INVESTMENT Service code 27 · EIN 61-0736136 | Advisory (Plan) | $108,474 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -1.76% | -0.09%-1.7pp | -0.81%-1.0pp | 1.67%-3.4pp |
| Employer contribution / active EE | $9,186 | $11,440-19.7% | $38,425-76.1% | $10,506-12.6% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |