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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC3+ years Service code 11 · EIN 36-2235791 | Actuarial | $1,367,572 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $514,437 |
Filed as: LEGAL & GENERAL Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $425,230 |
Filed as: PAVILLION ADVISORY GROUP Service code 16 227 W MONROE ST · CHICAGO, IL 60606 | Consulting | $203,836 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 31-1040228 | Directed Trustee | $167,369 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT Service code 28 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Investment Management | $36,618 |
ALIGHT SOLUTIONS LLC1 year Service code 16 · EIN 82-1061233 | Consulting | $21,224 |
Service code 10 · EIN 31-0800053 | Accounting | $6,300 |
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Employer contribution per participant 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 | $14,491,905-100.0% | $198,173-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 5.3%-5.3pp |
| Annual return | 13.37% | 14.29%-0.9pp | 10.16%+3.2pp | 1057.21%-1043.8pp |
| Employer contribution / active EE | $817 | $6,552-87.5% | $33,192-97.5% | $14,374-94.3% |
| Participant deferral / active EE | $0 | $216-100.0% | $66-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $7,531-100.0% | $81,210-100.0% |