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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVT INSTITUTIONAL OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $538,480 |
Service code 27 · EIN 48-1140940 | Advisory (Plan) | $371,459 |
RYAN LABS ASSET MANAGEMENT7+ years Filed as: RYAN LABS ASSET MANAGEMENT INC. Service code 27 · EIN 47-3503928 | Advisory (Plan) | $279,833 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $249,724 |
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $185,742 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 17 · EIN 95-2755361 | Pension Consulting | $160,000 |
BLACKROCK7+ years Service code 21 · EIN 13-3806691 | Bank Trustee | $116,772 |
DELAWARE INVESTMENTS4 years Filed as: MACQUARIE INVT MGMNT ADVISORS Service code 27 · EIN 23-2859590 | Advisory (Plan) | $106,349 |
OC SALES, LLC7+ years Service code 14 · EIN 43-2109021 | Plan Administrator | $106,262 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN EXPRESS ASSET MGMT Service code 27 · EIN 41-1533211 | Advisory (Plan) | $73,545 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $54,060-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.7%-3.7pp |
| Annual return | 4.63% | 7.76%-3.1pp | 36.37%-31.7pp | 15.63%-11.0pp |
| Employer contribution / active EE | $0 | $10,188-100.0% | $37,223-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $0 | $524-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $568-100.0% | $429-100.0% |