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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIFTH THIRD BANK Service code 10 · EIN 31-1438846 | Accounting | $587,796 |
AON CONSULTING5 years Filed as: AON CONSULTING, LLC Service code 11 · EIN 22-2232264 | Actuarial | $523,680 |
LOOMIS SAYLES3 years Service code 28 · EIN 04-3200030 | Investment Management | $197,581 |
NORTHERN TRUST COMPANY6 years Service code 21 · EIN 36-1561860 | Bank Trustee | $178,594 |
Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $83,229 |
NEPC, LLC6 years Service code 17 · EIN 26-1429809 | Pension Consulting | $82,723 |
GARCIA HAMILTON & ASSOCIATES3 years Filed as: GARCIA HAMILTON & ASSOCIATES, L.P. Service code 28 · EIN 76-0589652 | Investment Management | $70,256 |
ERNST & YOUNG LLP2 years Service code 10 · EIN 34-6565596 | Accounting | $60,000 |
WELLINGTON TRUST COMPANY8+ years Service code 28 · EIN 04-2755549 | Investment Management | $48,404 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $41,127 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -9.51% | -2.41%-7.1pp | -38.86%+29.4pp | 23.41%-32.9pp |
| Employer contribution / active EE | $0 | $7,691-100.0% | $37,756-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |