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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $1,520,845 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON INC Service code 28 · EIN 04-2243432 | Investment Management | $435,273 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH Service code 28 1 BOSTON PLAZA 5400 · BOSTON, MA 02108 | Investment Management | $426,162 |
Filed as: JEFFERY SLOCUM AND ASSOCIATES Service code 17 · EIN 41-1567437 | Pension Consulting | $193,745 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 31-1040228 | Directed Trustee | $149,627 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $39,300 |
WITHUMSMITH+BROWN, PC1+ years Filed as: FROST BROWN TODD LLC Service code 29 · EIN 61-0722001 | Legal | $24,844 |
VERITAS DOCUMENT SOLUTIONS LLC1+ years Service code 38 · EIN 20-0107082 | Participant Communication | $13,263 |
THINK PATENTED1+ years Service code 49 2490 CROSSPOINTE DRIVE · MIAMISBURG, OH 45342 | Other Services | $9,395 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $219,333-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 9.2%-9.2pp |
| Annual return | -4.64% | -1.20%-3.4pp | -2.01%-2.6pp | -0.08%-4.6pp |
| Employer contribution / active EE | $19,622 | $5,696+244.5% | $34,453-43.0% | $7,991+145.6% |
| Participant deferral / active EE | $0 | $79-100.0% | $34-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $5,362-100.0% | $275-100.0% |