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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $14,151 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $11,644 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $8,005 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 36-2235791 | Actuarial | $6,467 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,500 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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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 | $32,279-100.0% | $180,484-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 10.1%-10.1pp | 11.3%-11.3pp |
| Annual return | 15.13% | 10.98%+4.2pp | 10.53%+4.6pp | 10.41%+4.7pp |
| Employer contribution / active EE | $5,710 | $15,231-62.5% | $29,360-80.6% | $14,691-61.1% |
| Participant deferral / active EE | $0 | $30-100.0% | $54-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,273-100.0% | $2,646-100.0% |