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| Provider | Service type | Compensation |
|---|---|---|
THE INVESTMENT COUNSEL COMPANY5+ years Filed as: 19/19 INVESTMENT COUNSEL Service code 28 ONE SOUTH STREET SUITE 2500 · BALTIMORE, MD 21202 | Investment Management | $79,551 |
OCTOBER THREE CONSULTING LLC3 years Filed as: OCTOBER THREE Service code 11 233 SOUTH WACKER DRIVE SUITE 8350 · CHICAGO, IL 60606 | Actuarial | $24,661 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-2723087 | Securities Custodian | $19,614 |
HW&CO.5+ years Service code 10 · EIN 34-1663157 | Accounting | $11,200 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $186,381-100.0% | $428,620-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 28.2%-28.2pp | 46.0%-46.0pp | 13.0%-13.0pp |
| Annual return | 15.04% | 12.39%+2.6pp | 20.73%-5.7pp | 13.59%+1.5pp |
| Employer contribution / active EE | $15,957 | $14,456+10.4% | $36,503-56.3% | $14,592+9.4% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,031-100.0% | $7,495-100.0% | $29,657-100.0% |