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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $201,657 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 20 · EIN 94-1347393 | Investment management fees paid direc... | $52,321 |
KORN FERRY HAY GROUP2+ years Service code 11 1650 ARCH ST, SUITE 2300 · PHILADELPHIA, PA 19103 | Actuarial | $32,850 |
Filed as: GALLAGHER FIDUCIARY ADVISOR Service code 31 · EIN 36-4291971 | Named fiduciary; Direct payment from ... | $31,200 |
AMERICAN FUNDS2+ years Filed as: IRA CAPITAL GROUP, INC Service code 28 · EIN 58-1989031 | Investment Management | $22,000 |
Filed as: LEGAL & GENERAL GROUP Service code 28 | Investment Management | $10,597 |
IRR DENVER1 year Service code 21 · EIN 84-0856197 | Bank Trustee | $6,200 |
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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 | $1,723,788-100.0% | $350,496-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 1.9%-1.9pp |
| Annual return | 13.62% | 11.05%+2.6pp | 12.88%+0.7pp | 23.90%-10.3pp |
| Employer contribution / active EE | $15,376 | $15,936-3.5% | $40,010-61.6% | $16,539-7.0% |
| Participant deferral / active EE | $0 | $41-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,226-100.0% | $18,975-100.0% |