| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,939,374 |
Filed as: FIDELITY INVEST INST OPR CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,832,104 |
FOLEY & LARDNER LLP1 year Service code 16 · EIN 39-0473800 | Consulting | $64,617 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $39,695 |
HEWITT ASSOCIATES LLC1 year Filed as: AONHEWITT CONSULTING, INC. Service code 16 · EIN 36-2235791 | Consulting | $33,121 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS Service code 16 · EIN 82-1061233 | Consulting | $23,197 |
WIPFLI LLP2 years Service code 10 · EIN 39-0758449 | Accounting | $20,250 |
MERCER2 years Service code 16 · EIN 13-2834414 | Consulting | $7,165 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,040 | $143,368-10.0% | $87,102+48.1% | $89,609+44.0% |
| Participation rate | 93.9% | 88.2%+5.7pp | 76.9%+17.0pp | 69.6%+24.3pp |
| Annual return | 18.99% | 28.55%-9.6pp | 28.19%-9.2pp | 33.65%-14.7pp |
| Employer contribution / active EE | $5,206 | $4,012+29.8% | $2,521+106.5% | $2,584+101.5% |
| Participant deferral / active EE | $7,093 | $7,129-0.5% | $4,048+75.2% | $4,222+68.0% |
| Admin fee / account holder | $88 | $61+44.5% | $7,493-98.8% | $72+22.7% |