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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 45-3056700 | Investment Mgmt Fees | $70,394 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $51,899 |
MONTICELLO ASSOCIATES3+ years Service code 27 · EIN 84-1205635 | Advisory (Plan) | $30,401 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 22-3361201 | Investment Management | $25,132 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $24,952 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 13 · EIN 36-1561860 | Contract Administrator | $18,127 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $10,000 |
ODELL HICKS & COMPANY, LLC3+ years Service code 10 · EIN 36-3310351 | Accounting | $9,100 |
WITHUMSMITH+BROWN, PC3+ years Filed as: MAYER BROWN, LLP Service code 29 · EIN 36-1447220 | Legal | $443 |
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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 | $37,197-100.0% | $171,071-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 4.7%-4.7pp |
| Annual return | 6.70% | -1.76%+8.5pp | -3.19%+9.9pp | -0.69%+7.4pp |
| Employer contribution / active EE | $29,403 | $13,257+121.8% | $48,658-39.6% | $16,786+75.2% |
| Participant deferral / active EE | $0 | $0 | $273-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,129-100.0% | $124-100.0% |