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| Provider | Service type | Compensation |
|---|---|---|
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS Service code 28 500 FIFTH AVENUE · NEW YORK, NY 10110 | Investment Management | $83,273 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES, LLC Service code 16 · EIN 36-2235791 | Consulting | $56,595 |
CAP FINANCIAL PARTNERS, LLC1+ years Service code 28 · EIN 26-0058143 | Investment Management | $53,084 |
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 23-2293237 | Actuarial | $48,232 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $47,789 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $10,000 |
OGLETREE DEAKINS1+ years Service code 29 155 N. WACKER DRIVE · CHICAGO, IL 60606 | Legal | $8,003 |
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Annual investment return 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 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 | $82,591-100.0% | $19,623-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.8%-0.8pp |
| Annual return | -3.32% | -2.01%-1.3pp | -0.97%-2.4pp | -0.60%-2.7pp |
| Employer contribution / active EE | $9,411 | $11,144-15.5% | $22,441-58.1% | $12,272-23.3% |
| Participant deferral / active EE | $0 | $792-100.0% | $183-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $2,730-100.0% | $717-100.0% |