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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $235,070 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING, I Service code 28 · EIN 36-3109431 | Investment Management | $101,639 |
SEYFARTH SHAW LLP2 years Service code 28 · EIN 36-2152202 | Investment Management | $27,500 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $18,720 |
ALAN J STEINER3 years Service code 28 · EIN 52-0907625 | Investment Management | $13,599 |
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 | $205,200 | $102,389+100.4% | $100,540+104.1% | $90,274+127.3% |
| Participation rate | 92.0% | 84.0%+8.0pp | 79.4%+12.6pp | 73.4%+18.7pp |
| Annual return | 12.72% | 22.50%-9.8pp | 30.90%-18.2pp | 53.97%-41.2pp |
| Employer contribution / active EE | $1,758 | $3,056-42.5% | $3,419-48.6% | $2,523-30.3% |
| Participant deferral / active EE | $6,884 | $7,514-8.4% | $6,272+9.8% | $4,231+62.7% |
| Admin fee / account holder | $202 | $83+142.6% | $8,082-97.5% | $114+77.1% |