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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC4+ years Service code 11 · EIN 36-2235791 | Actuarial | $1,312,614 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $573,663 |
WELLINGTON TRUST COMPANY3 years Service code 28 · EIN 04-2755549 | Investment Management | $356,869 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 31-1040228 | Directed Trustee | $230,389 |
Filed as: PAVILLION ADVISORY GROUP Service code 16 227 W MONROE ST · CHICAGO, IL 60606 | Consulting | $212,167 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Investment Management | $145,520 |
ALIGHT SOLUTIONS LLC2 years Service code 16 · EIN 82-1061233 | Consulting | $67,000 |
Service code 10 · EIN 31-0800053 | Accounting | $21,250 |
WITHUMSMITH+BROWN, PC4+ years Filed as: FROST BROWN TODD LLC Service code 29 · EIN 61-0722001 | Legal | $16,307 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,764,297-100.0% | $436,953-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -6.39% | -0.93%-5.5pp | -102.04%+95.7pp | -1.95%-4.4pp |
| Employer contribution / active EE | $825 | $6,242-86.8% | $36,232-97.7% | $9,243-91.1% |
| Participant deferral / active EE | $0 | $325-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $12,721-100.0% | $62,356-100.0% |