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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $410,748 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 25 · EIN 91-1347393 | Directed Trustee | $37,746 |
HUNTON ANDREWS KURTH LLP2+ years Filed as: HUNTON AND WILLIAMS Service code 29 · EIN 54-0572269 | Legal | $32,373 |
ELLWOOD ASSOCIATES2+ years Service code 27 · EIN 36-3121777 | Advisory (Plan) | $15,454 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 PO BOX 219594 · KANSAS CITY, MO 64121 | Investment Management | $7,358 |
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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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $127,229-100.0% | $115,939-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 22.8%-22.8pp | 19.3%-19.3pp | 45.6%-45.6pp |
| Annual return | 1.35% | 3.55%-2.2pp | 3.97%-2.6pp | 4.16%-2.8pp |
| Employer contribution / active EE | $0 | $33,688-100.0% | $28,168-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $205-100.0% | $274-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,835-100.0% | $12,837-100.0% | $21,465-100.0% |