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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6+ years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $2,672,897 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $324,375 |
THE BANK OF NEW YORK MELLON5 years Service code 18 · EIN 13-5160382 | Shareholder servicing fees; Direct pa... | $129,315 |
Filed as: CANNON FINANCIAL SERVICES Service code 16 · EIN 58-2608124 | Consulting | $106,265 |
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $102,195 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL AND GENERAL INVESTMENT Service code 28 · EIN 20-8058531 | Investment Management | $79,152 |
SMITH, GAMBRELL & RUSSELL, LLP6+ years Filed as: SMITH GAMBRELL & RUSSELL LLP Service code 29 · EIN 58-0967450 | Legal | $37,571 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $323,458-100.0% | $282,424-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 40.6%-40.6pp | 27.9%-27.9pp | 27.7%-27.7pp |
| Annual return | -7.52% | 3.54%-11.1pp | 3.87%-11.4pp | 15.59%-23.1pp |
| Employer contribution / active EE | $0 | $31,139-100.0% | $28,590-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $13,003-100.0% | $8,735-100.0% | $21,009-100.0% |