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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON HEWITT ASSOCIATES LLC Service code 11 · EIN 36-2235791 | Actuarial | $759,962 |
LEGAL & GENERAL INVESTMENT6 years Filed as: LEGAL & GENERAL Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $720,434 |
WELLINGTON TRUST COMPANY7 years Service code 28 · EIN 04-2755549 | Investment Management | $430,178 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 31-1040228 | Securities Custodian | $181,293 |
MERCER7 years Service code 16 99 HIGH STREET · BOSTON, MA 02110 | Consulting | $164,232 |
WITHUMSMITH+BROWN, PC8+ years Filed as: FROST BROWN TODD LLC Service code 29 · EIN 61-0722001 | Legal | $33,513 |
Filed as: CLARK, SCHAEFER, HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $20,131 |
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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 | $0 | $267,477-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -22.69% | -14.80%-7.9pp | -38.86%+16.2pp | -14.80%-7.9pp |
| Employer contribution / active EE | $2,466 | $8,996-72.6% | $37,756-93.5% | $8,996-72.6% |
| Participant deferral / active EE | $0 | $455-100.0% | $16-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $16,942-100.0% | - |