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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Filed as: AON CONSULTING INC Service code 17 · EIN 22-2232264 | Pension Consulting | $446,252 |
Filed as: PRINCIPAL FINANCIAL GROUP, INC. Service code 21 · EIN 42-1520346 | Bank Trustee | $28,535 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $15,877 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -15.69% | -13.54%-2.1pp | 22.50%-38.2pp | 23.41%-39.1pp |
| Employer contribution / active EE | $10,288 | $14,842-30.7% | $33,849-69.6% | $12,650-18.7% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |