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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT SERVICES Service code 16 · EIN 22-2232264 | Consulting | $85,271 |
MERCER6+ years Service code 16 · EIN 13-2834414 | Consulting | $64,646 |
IR&M4 years Service code 28 100 FEDERAL STREET · BOSTON, MD 02110 | Investment Management | $34,915 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORHAN CHASE AND CO. Service code 17 270 PARK AVE. · NEW YORK, NY 10017 | Pension Consulting | $25,111 |
SANDERSON ASSET MANAGEMENT4 years Service code 28 · EIN 20-0348128 | Investment Management | $20,543 |
BDO USA, LLP6+ years Service code 10 · EIN 13-5381590 | Accounting | $18,619 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 10 · EIN 94-2948313 | Accounting | $7,967 |
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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 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 12.47% | 9.93%+2.5pp | -2.84%+15.3pp | 9.29%+3.2pp |
| Employer contribution / active EE | $19,815 | $11,565+71.3% | $33,329-40.5% | $15,168+30.6% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |