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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $376,219 |
NEPC, LLC2+ years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $301,712 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $122,593 |
DEFINITI LLC1 year Service code 11 · EIN 82-1667008 | Actuarial | $105,902 |
US BANK2+ years Service code 21 · EIN 41-0255900 | Bank Trustee | $60,011 |
BALDWIN LAW GROUP1 year Filed as: BALDWIN LAW GROUP LLP Service code 29 600 FAIRMOUNT AVE, SUITE 306 · BALTIMORE, MD 21286 | Legal | $58,135 |
INCOME RESEARCH & MANAGEMENT2+ years Service code 28 · EIN 04-2955404 | Investment Management | $39,704 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT INC. Service code 28 · EIN 41-1505814 | Investment Management | $36,471 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 · EIN 90-0337987 | Investment Management | $8,263 |
GARCIA HAMILTON & ASSOCIATES2+ years Service code 28 · EIN 76-0589652 | Investment Management | $7,608 |
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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 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 2.58% | 8.46%-5.9pp | 9.82%-7.2pp | 8.76%-6.2pp |
| Employer contribution / active EE | $0 | $11,054-100.0% | $30,322-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |