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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 23-2293237 | Actuarial | $217,565 |
SLC MANAGEMENT1 year Service code 28 1 SUN LIFE EXECUTIVE PARK · WELLESLEY HILLS, MA 02481 | Investment Management | $57,813 |
RYAN LABS ASSET MANAGEMENT5+ years Filed as: RYAN LABS Service code 28 500 FIFTH AVENUE · NEW YORK, NY 10110 | Investment Management | $53,365 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $46,872 |
LPL FINANCIAL1 year Service code 16 75 STATE STREET, 22ND FLOOR · BOSTON, MA 02109 | Consulting | $41,300 |
BKD, LLP5+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $10,500 |
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Plan reported the discovery of a loss from fraud or dishonesty.
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 | $3,370,408-100.0% | $204,001-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 1.2%-1.2pp |
| Annual return | 12.49% | 21.31%-8.8pp | -100.31%+112.8pp | 53.27%-40.8pp |
| Employer contribution / active EE | $5,647 | $7,169-21.2% | $18,686-69.8% | $14,774-61.8% |
| Participant deferral / active EE | $0 | $116-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,604-100.0% | $13,289-100.0% |