| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $4,329,389 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $1,184,786 |
Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $877,792 |
ANTHEM FINANCIAL SERVICES2+ years Filed as: ANTHEM BLUE CROSS LIFE AND HEALTH Service code 12 · EIN 95-4331852 | Direct payment from the plan; Other s... | $625,755 |
SEYFARTH SHAW LLP2+ years Service code 29 · EIN 36-2152202 | Legal | $313,805 |
CHIPTON-ROSS2+ years Service code 13 · EIN 39-1341435 | Contract Administrator | $172,844 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $166,849 |
HERRONPALMER2+ years Filed as: HERRONPALMER LLC Service code 49 10230 HUMBOLDT AVE SOUTH · BLOOMINGTON, MN 55431 | Other Services | $115,586 |
CALLAN ASSOCIATES2+ years Service code 34 · EIN 94-2192581 | Direct payment from the plan; Valuati... | $104,621 |
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENT COMPANY Service code 13 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Contract Administrator | $97,550 |
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $151,941-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 4.2%-4.2pp |
| Annual return | 7.58% | 7.02%+0.6pp | 5.44%+2.1pp | 10.64%-3.1pp |
| Employer contribution / active EE | $1,489 | $9,548-84.4% | $25,481-94.2% | $11,561-87.1% |
| Participant deferral / active EE | $0 | $399-100.0% | $65-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $11,765-100.0% | $312-100.0% |