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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL & GENERAL Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $824,558 |
HEWITT ASSOCIATES LLC6+ years Service code 11 · EIN 36-2235791 | Actuarial | $678,268 |
WELLINGTON TRUST COMPANY5 years Service code 28 · EIN 04-2755549 | Investment Management | $605,142 |
MERCER5 years Service code 16 99 HIGH STREET · BOSTON, MA 02110 | Consulting | $236,229 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 31-1040228 | Securities Custodian | $180,606 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Investment Management | $54,971 |
WITHUMSMITH+BROWN, PC6+ years Filed as: FROST BROWN TODD LLC Service code 29 · EIN 61-0722001 | Legal | $27,043 |
Filed as: CLARK, SCHAEFER, HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $14,900 |
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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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 18.50% | 13.80%+4.7pp | 90.61%-72.1pp | 13.80%+4.7pp |
| Employer contribution / active EE | $0 | $10,386-100.0% | $32,730-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |