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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 | Float revenue; Shareholder servicing ... | $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 | $312,448-100.0% | $297,102-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 44.1%-44.1pp | 35.4%-35.4pp | 34.7%-34.7pp |
| Annual return | -7.52% | 7.80%-15.3pp | 7.91%-15.4pp | 12.28%-19.8pp |
| Employer contribution / active EE | $0 | $30,768-100.0% | $29,328-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $17-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $11,723-100.0% | $10,077-100.0% | $47,656-100.0% |