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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 | Direct payment from the plan; Float r... | $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 | $273,772-100.0% | $255,499-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 32.7%-32.7pp | 34.1%-34.1pp |
| Annual return | -7.52% | 6.69%-14.2pp | 6.84%-14.4pp | 13.02%-20.5pp |
| Employer contribution / active EE | $0 | $31,317-100.0% | $29,902-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $13-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,241-100.0% | $39,117-100.0% |