| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $346,944 |
Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $210,809 |
SEYFARTH SHAW LLP2+ years Service code 29 · EIN 36-2152202 | Legal | $129,195 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $80,850 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $80,494 |
CHIPTON-ROSS1 year Service code 13 · EIN 39-1341435 | Contract Administrator | $12,336 |
HERRONPALMER1 year Filed as: HERRONPALMER LLC Service code 49 10230 HUMBOLDT AVE SOUTH · BLOOMINGTON, MN 55431 | Other Services | $10,008 |
CALLAN ASSOCIATES2+ years Service code 34 · EIN 94-2192581 | Valuation (appraisals, etc.); Direct ... | $8,981 |
Participant 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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 7.20% | 6.04%+1.2pp | 5.44%+1.8pp | 9.19%-2.0pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $25,481-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $1,674 | $746+124.5% | $65+2480.1% | $1,615+3.7% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |