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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL ASSET MGT. Service code 28 · EIN 04-3532603 | Investment Management | $619,822 |
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $410,087 |
SLC MANAGEMENT3 years Filed as: SUN LIFE INVESTMENT MGT. US, INC. Service code 28 · EIN 68-0635051 | Investment Management | $191,172 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Service code 17 · EIN 95-2755361 | Pension Consulting | $173,333 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $138,506 |
OC SALES, LLC10+ years Service code 14 · EIN 43-2109021 | Plan Administrator | $115,403 |
BLACKROCK3 years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 21 · EIN 13-3806691 | Bank Trustee | $43,705 |
RYAN LABS ASSET MANAGEMENT3 years Service code 27 · EIN 47-3503928 | Advisory (Plan) | $35,551 |
CULPEPPER GROUP LLC1 year Filed as: THE CULPEPPER GROUP, LLC Service code 17 P.O. BOX 1120 · SOUTHPORT, CT 068902120 | Pension Consulting | $28,500 |
GJC CPA'S & ADVISORS2 years Service code 10 · EIN 87-4342306 | Accounting | $25,150 |
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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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 5.44% | 8.05%-2.6pp | 6.70%-1.3pp | 9.30%-3.9pp |
| Employer contribution / active EE | $0 | $10,660-100.0% | $25,217-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |