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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 04-3532603 | Actuarial | $144,027 |
ALIGHT SOLUTIONS LLC3 years Service code 11 · EIN 36-2235791 | Actuarial | $117,405 |
CAPTIAL BANK AND TRUST1 year Service code 19 · EIN 86-0206507 | Securities Custodian | $47,932 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $35,145 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC. Service code 17 · EIN 84-0854432 | Pension Consulting | $18,538 |
ANTON COLLINS MITCHELL LLP2 years Filed as: ACM LLP Service code 10 · EIN 01-0724563 | Accounting | $16,216 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 14.36% | 9.93%+4.4pp | -2.84%+17.2pp | 9.29%+5.1pp |
| Employer contribution / active EE | $14,817 | $11,565+28.1% | $33,329-55.5% | $15,168-2.3% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |