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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 45-3056700 | Investment Mgmt Fees | $63,255 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $49,140 |
MONTICELLO ASSOCIATES4+ years Service code 27 · EIN 84-1205635 | Advisory (Plan) | $33,737 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $32,773 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Service code 28 · EIN 22-3361201 | Investment Management | $27,310 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 13 · EIN 36-1561860 | Contract Administrator | $18,995 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $10,000 |
ODELL HICKS & COMPANY, LLC4+ years Service code 10 · EIN 36-3310351 | Accounting | $9,300 |
WITHUMSMITH+BROWN, PC4+ years Filed as: MAYER BROWN, LLP Service code 29 · EIN 36-1447220 | Legal | $6,133 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,244-100.0% | $179,713-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 31.2%-31.2pp | 2.8%-2.8pp |
| Annual return | 2.69% | 12.99%-10.3pp | 8.22%-5.5pp | 16.32%-13.6pp |
| Employer contribution / active EE | $43,711 | $9,929+340.2% | $46,636-6.3% | $17,007+157.0% |
| Participant deferral / active EE | $0 | $406-100.0% | $1,719-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,392-100.0% | $127-100.0% |