| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING IN Service code 16 · EIN 36-3109431 | Consulting | $187,090 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 99 · EIN 13-5160382 | Other Fees | $10,705 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $8,350 |
Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 81-2983623 | Recordkeeping | $5,622 |
Filed as: STATE STREET RESEARCH & MGMT CO. Service code 28 · EIN 13-3142135 | Investment Management | $5,289 |
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% | - | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 2.8%-2.8pp |
| Annual return | 28.36% | 18.06%+10.3pp | 13.45%+14.9pp | 16.32%+12.0pp |
| Employer contribution / active EE | $24,458 | $23,411+4.5% | $26,057-6.1% | $17,007+43.8% |
| Participant deferral / active EE | $0 | $815-100.0% | $181-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | - | $127-100.0% |