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| Provider | Service type | Compensation |
|---|---|---|
RYAN LABS ASSET MANAGEMENT3+ years Filed as: RYAN LABS Service code 28 500 FIFTH AVENUE · NEW YORK, NY 10110 | Investment Management | $124,834 |
AON CONSULTING3+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 23-2293237 | Actuarial | $101,442 |
CAP FINANCIAL PARTNERS, LLC3+ years Service code 28 · EIN 26-0058143 | Investment Management | $56,317 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $56,160 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ASSOCIATES, LLC Service code 16 · EIN 36-2235791 | Consulting | $18,226 |
OGLETREE DEAKINS3+ years Service code 29 155 N. WACKER DRIVE · CHICAGO, IL 60606 | Legal | $12,138 |
BKD, LLP3+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $10,000 |
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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 | $1,723,788-100.0% | $107,664-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 1.9%-1.9pp |
| Annual return | 7.11% | 11.50%-4.4pp | 337.46%-330.4pp | 23.90%-16.8pp |
| Employer contribution / active EE | $8,456 | $12,608-32.9% | $20,191-58.1% | $16,539-48.9% |
| Participant deferral / active EE | $0 | $57-100.0% | $30-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,663-100.0% | $18,975-100.0% |