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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 21 · EIN 45-6138589 | Bank Trustee | $452,911 |
AON CONSULTING2+ years Filed as: AON HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $257,572 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $76,470 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $24,500 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES CARIBE INC Service code 16 · EIN 66-0466974 | Consulting | $20,395 |
IBM2+ years Service code 13 · EIN 13-0871985 | Contract Administrator | $9,705 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 13.91% | 15.82%-1.9pp | 16.78%-2.9pp | 17.84%-3.9pp |
| Employer contribution / active EE | $7,173 | $19,885-63.9% | $26,328-72.8% | $14,688-51.2% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |