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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6+ years Filed as: AON HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $200,581 |
Service code 50 · EIN 22-3367558 | Direct Payment | $155,848 |
EARNEST PARTNERS, LLC3 years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386699 | Investment Management | $133,073 |
DIAMOND HILL5 years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $91,661 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $44,297 |
BAIRD FUNDS6+ years Filed as: ROBERT W. BAIRD Service code 17 · EIN 39-6037917 | Pension Consulting | $40,189 |
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Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 14.78% | 9.47%+5.3pp | 7.32%+7.5pp | 15.63%-0.9pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |