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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $215,759 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 27 · EIN 13-6038770 | Advisory (Plan) | $68,356 |
ELLWOOD ASSOCIATES1+ years Service code 27 · EIN 36-3121777 | Advisory (Plan) | $63,033 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 PO BOX 219594 · KANSAS CITY, MO 64121 | Investment Management | $38,142 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 25 · EIN 91-1347393 | Directed Trustee | $21,917 |
HUNTON ANDREWS KURTH LLP1+ years Filed as: HUNTON AND WILLIAMS Service code 29 · EIN 54-0572269 | Legal | $5,910 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $108,235-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 4.3%-4.3pp |
| Annual return | -4.00% | -0.83%-3.2pp | -1.08%-2.9pp | 2.81%-6.8pp |
| Employer contribution / active EE | $27,457 | $22,474+22.2% | $35,779-23.3% | $16,358+67.8% |
| Participant deferral / active EE | $0 | $704-100.0% | $238-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $13,449-100.0% | $1,639-100.0% |