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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: CAP FINANCIAL Service code 28 1680 CAPITAL ONE DRIVE · MCLEAN, VA 22102 | Investment Management | $13,812 |
AON CONSULTING2 years Filed as: AON HEWITT SERVICES Service code 16 · EIN 22-2232264 | Consulting | $13,396 |
BDO USA, LLP7+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $8,580 |
MERCER7+ years Service code 16 · EIN 13-2834414 | Consulting | $6,886 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JP MORGAN CHASE AND CO. Service code 17 270 PARK AVE. · NEW YORK, NY 10017 | Pension Consulting | $2,585 |
IR&M2 years Service code 28 100 FEDERAL STREET · BOSTON, MD 02110 | Investment Management | $2,197 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 10 · EIN 94-2948313 | Accounting | $1,258 |
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Employer 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 | $60,528-100.0% | $201,582-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 23.6%-23.6pp | 8.4%-8.4pp |
| Annual return | 9.13% | 12.37%-3.2pp | 11.08%-2.0pp | 18.35%-9.2pp |
| Employer contribution / active EE | $1,800 | $8,964-79.9% | $28,418-93.7% | $14,669-87.7% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $658-100.0% | $6,559-100.0% | $9,141-100.0% |