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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC1+ years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $210,832 |
AON CONSULTING1+ years Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $175,041 |
DEFINITI LLC1+ years Filed as: DEFINITI Service code 11 · EIN 82-1667008 | Actuarial | $70,903 |
SEI INVESTMENTS1+ years Service code 28 · EIN 04-2452803 | Investment Management | $57,347 |
US BANK1+ years Service code 21 · EIN 41-0255900 | Bank Trustee | $56,169 |
INCOME RESEARCH & MANAGEMENT1+ years Service code 28 · EIN 04-2955404 | Investment Management | $24,331 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT INC. Service code 28 · EIN 41-1505814 | Investment Management | $22,352 |
MATRIX TRUST COMPANY1+ years Service code 21 · EIN 33-1151291 | Bank Trustee | $19,051 |
GARCIA HAMILTON & ASSOCIATES1+ years Service code 28 · EIN 76-0589652 | Investment Management | $5,857 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 90-0337987 | Investment Management | $5,507 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 10.42% | 18.04%-7.6pp | 32.33%-21.9pp | 37.77%-27.3pp |
| Employer contribution / active EE | $376 | $10,357-96.4% | $33,964-98.9% | $15,798-97.6% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |