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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $1,483,884 |
ERNST & YOUNG LLP2+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $136,200 |
Filed as: MERRILL COMMUNICATIONS LLC Service code 14 · EIN 41-2007271 | Plan Administrator | $131,471 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $110,760 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $102,123 |
Filed as: VOYA INSTITUTIONAL PN SERVICES, LLC Service code 15 · EIN 02-0488491 | Recordkeeping | $48,868 |
JONES DAY1 year Filed as: JONES DAY REAVIS & POGUE Service code 29 · EIN 34-0319085 | Legal | $13,175 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WATSON WYATT INVESTMENT CONSULTING Service code 11 · EIN 53-0181291 | Actuarial | $7,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,824 | $51,897+204.1% | $84,753+86.2% | $329,111-52.0% |
| Participation rate | 56.6% | 73.2%-16.6pp | 76.6%-20.0pp | 67.9%-11.3pp |
| Annual return | 6.60% | 11.82%-5.2pp | 22.78%-16.2pp | 16.35%-9.8pp |
| Employer contribution / active EE | $4,554 | $3,022+50.7% | $3,574+27.4% | $2,303+97.7% |
| Participant deferral / active EE | $4,714 | $2,346+100.9% | $3,712+27.0% | $3,682+28.0% |
| Admin fee / account holder | $118 | $97+21.7% | $5,333-97.8% | $754-84.3% |