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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING10+ years Filed as: AON HEWITT INVESTMENTS Service code 27 · EIN 36-3109431 | Advisory (Plan) | $159,384 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $143,277 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,317 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $31,901 |
THE BANK OF NEW YORK MELLON7 years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $28,855 |
ACTIVE GRAPHICS, IC.10+ years Service code 36 · EIN 36-2554359 | Direct payment from the plan; Copying... | $5,529 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $124,814-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 2.1%-2.1pp |
| Annual return | 0.12% | 6.77%-6.6pp | 10.53%-10.4pp | 7.65%-7.5pp |
| Employer contribution / active EE | $26,129 | $23,265+12.3% | $26,797-2.5% | $20,582+26.9% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $122-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $129-100.0% | $193-100.0% |