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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PILLSBURY WINTHROP LLP Service code 16 · EIN 94-1311126 | Consulting | $298,519 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 16 · EIN 04-3515240 | Consulting | $177,718 |
AON CONSULTING3+ years Filed as: AON CONSULTING GROUP Service code 16 · EIN 23-2293237 | Consulting | $125,578 |
KILTEARN PARTNERS LLP1 year Filed as: KILTEARN PARTNERS Service code 28 · EIN 27-4585908 | Investment Management | $110,104 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CO Service code 21 · EIN 36-1561860 | Bank Trustee | $94,641 |
SANDERSON ASSET MANAGEMENT3+ years Filed as: SANDERSON ASSET MANAGEMENT, INC. Service code 28 · EIN 13-4169008 | Investment Management | $58,733 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 36-2235791 | Recordkeeping | $45,235 |
AON CONSULTING1 year Service code 16 · EIN 22-2232264 | Consulting | $42,873 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $20,600 |
Filed as: FIRST STATE INVESTMENTS (UK) LTD Service code 28 · EIN 20-6762882 | Investment Management | $18,090 |
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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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 13.68% | 12.52%+1.2pp | 9.39%+4.3pp | 23.90%-10.2pp |
| Employer contribution / active EE | $63,286 | $13,977+352.8% | $33,466+89.1% | $16,539+282.6% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |