Filed October 14, 2014 (most recent of 3 filings on file)
Total covered: 152 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT FINANCIAL ADVISORS Service code 26 · EIN 35-2421957 | Advisory (Participants) | $606,618 |
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $484,272 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $183,484 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $69,141 |
SCHNEIDER DOWNS & CO., INC.2+ years Service code 10 · EIN 25-1408703 | Accounting | $15,868 |
Filed as: BUCHANAN INGERSOLL & ROONEY Service code 29 · EIN 25-1381032 | Legal | $14,118 |
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 | $154,187 | $86,372+78.5% | $123,894+24.5% | $65,292+136.2% |
| Participation rate | 94.1% | 76.9%+17.1pp | 81.4%+12.7pp | 72.4%+21.6pp |
| Annual return | 6.73% | 11.27%-4.5pp | 47.52%-40.8pp | 11.84%-5.1pp |
| Employer contribution / active EE | $3,071 | $2,838+8.2% | $4,617-33.5% | $2,302+33.4% |
| Participant deferral / active EE | $8,888 | $5,625+58.0% | $5,984+48.5% | $3,579+148.4% |
| Admin fee / account holder | $165 | $53+211.7% | $8,357-98.0% | $57+187.1% |