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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINTON TRUST COMPANY Service code 28 · EIN 20-5853753 | Investment Management | $526,919 |
MERCER1+ years Service code 27 33 SOUTH 7TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $364,062 |
CRESSY & CO1+ years Service code 28 · EIN 83-0758632 | Investment Management | $110,314 |
SWEETWATER SEC1+ years Service code 28 · EIN 82-5419161 | Investment Management | $95,907 |
Filed as: PRUDENTIAL RETIREMENT Service code 13 PO BOX 2975 · HARTFORD, CT 06104 | Contract Administrator | $65,991 |
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL & GENERAL INVT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $49,903 |
BLACKSTONE1+ years Filed as: GSO CAPITAL SOL Service code 28 · EIN 83-2432555 | Investment Management | $42,172 |
PRINCIPLE LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL CUSTODIAL SOLUTIONS Service code 24 · EIN 51-0099493 | Discretionary Trustee | $15,474 |
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $13,838 |
INDEPENDENT FRANCISE1+ years Service code 28 2711 CENTERVILE RD · WILNINGON, DE 19808 | Investment Management | $6,201 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -17.83% | -6.02%-11.8pp | -3.21%-14.6pp | 23.41%-41.2pp |
| Employer contribution / active EE | $0 | $11,241-100.0% | $46,051-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |