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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $286,224 |
KORN FERRY HAY GROUP1+ years Service code 11 1650 ARCH ST, SUITE 2300 · PHILADELPHIA, PA 191032229 | Actuarial | $68,750 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $49,082 |
Filed as: GALLAGHER FIDUCIARY ADVISOR Service code 31 · EIN 36-4291971 | Direct payment from the plan; Named f... | $31,477 |
AMERICAN FUNDS1+ years Filed as: IRA CAPITAL GROUP, INC Service code 28 · EIN 58-1989031 | Investment Management | $22,000 |
HANCOCK ASKEW & CO., LLP2+ years Filed as: HANCOCK ASKEW Service code 10 · EIN 58-0662558 | Accounting | $21,500 |
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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 | $35,636-100.0% | $322,681-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.8%-1.8pp |
| Annual return | 6.82% | 3.81%+3.0pp | 4.07%+2.7pp | 7.18%-0.4pp |
| Employer contribution / active EE | $10,463 | $14,300-26.8% | $36,235-71.1% | $13,095-20.1% |
| Participant deferral / active EE | $0 | $38-100.0% | $215-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $7,128-100.0% | $362-100.0% |