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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $1,482,433 |
LEGAL & GENERAL INVESTMENT7 years Filed as: LEGAL & GENERAL Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $612,322 |
WELLINGTON TRUST COMPANY8 years Service code 28 · EIN 04-2755549 | Investment Management | $443,575 |
MERCER8 years Service code 16 99 HIGH STREET · BOSTON, MA 02110 | Consulting | $212,107 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $166,941 |
WITHUMSMITH+BROWN, PC9+ years Filed as: FROST BROWN TODD LLC Service code 29 · EIN 61-0722001 | Legal | $36,270 |
Service code 28 · EIN 04-2929221 | Investment Management | $32,375 |
Filed as: CLARK, SCHAEFER, HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $17,250 |
Service code 19 · EIN 81-4017137 | Securities Custodian | $15,656 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $247,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 0.0%0pp |
| Annual return | 9.85% | 33.11%-23.3pp | 32.33%-22.5pp | 33.11%-23.3pp |
| Employer contribution / active EE | $2,687 | $9,000-70.1% | $33,964-92.1% | $9,000-70.1% |
| Participant deferral / active EE | $0 | $680-100.0% | $43-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |