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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $300,863 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $61,574 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $30,541 |
ALAN J STEINER2 years Service code 28 · EIN 52-0907625 | Investment Management | $21,472 |
SEYFARTH SHAW LLP1 year Service code 28 · EIN 36-2152202 | Investment Management | $7,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $186,072 | $86,338+115.5% | $91,994+102.3% | $77,775+139.2% |
| Participation rate | 96.5% | 82.9%+13.5pp | 78.6%+17.8pp | 73.2%+23.3pp |
| Annual return | 18.56% | 29.65%-11.1pp | 69.04%-50.5pp | 32.58%-14.0pp |
| Employer contribution / active EE | $4,598 | $2,988+53.9% | $3,453+33.2% | $2,504+83.6% |
| Participant deferral / active EE | $6,246 | $6,908-9.6% | $5,924+5.4% | $3,966+57.5% |
| Admin fee / account holder | $218 | $79+175.3% | $7,744-97.2% | $100+118.3% |