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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $315,883 |
SHERRY OTTE2+ years Filed as: SHERRY S OTTE Service code 17 · EIN 27-1459442 | Pension Consulting | $136,909 |
RICHMOND CAPITAL MANAGEMENT2+ years Service code 28 · EIN 54-1288566 | Investment Management | $44,015 |
WELLS FARGO BANK, N.A.2+ years Service code 25 · EIN 94-1347393 | Directed Trustee | $16,166 |
DELOITTE & TOUCHE LLP1 year Filed as: BRYAN,PENDLETON,SWATS & MCALLISTER Service code 16 5301 VIRGINIA WAY · BRENTWOOD, TN 37027 | Consulting | $7,500 |
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Annual investment return 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 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 | $89,277-100.0% | $322,681-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 27.6%-27.6pp | 12.6%-12.6pp |
| Annual return | 1.33% | 4.39%-3.1pp | 4.07%-2.7pp | 4.56%-3.2pp |
| Employer contribution / active EE | $29,125 | $12,633+130.6% | $36,235-19.6% | $15,526+87.6% |
| Participant deferral / active EE | $0 | $7-100.0% | $215-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,741-100.0% | $7,128-100.0% | $1,711-100.0% |