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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $562,316 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 27-2436452 | Advisory (Plan) | $269,423 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Bank Trustee | $77,427 |
RSM US LLP1+ years Filed as: MCGLADREY LLP Service code 10 · EIN 42-0714325 | Accounting | $30,000 |
MERCER1+ years Filed as: MERCER CONSULTING Service code 16 212 MERCER ST · NEW YORK, NY 10012 | Consulting | $20,000 |
MCGUIRE WOODS1+ years Filed as: MCGUIRE WOODS, LLP Service code 29 901 EAST CARY STREET · RICHMOND, VA 232194030 | Legal | $12,883 |
RSM US LLP1+ years Service code 10 1 S WACKER DR SUITE 800 · CHICAGO, IL 60606 | Accounting | $5,873 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $219,249-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 30.0%-30.0pp | 4.3%-4.3pp |
| Annual return | -4.78% | 2.81%-7.6pp | 1.50%-6.3pp | 2.81%-7.6pp |
| Employer contribution / active EE | $134,493 | $16,358+722.2% | $37,746+256.3% | $16,358+722.2% |
| Participant deferral / active EE | $0 | $775-100.0% | $87-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $0 | $1,639-100.0% |