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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT SERVICES Service code 16 · EIN 22-2232264 | Consulting | $223,432 |
IR&M1+ years Service code 28 100 FEDERAL STREET, 30TH FLOOR · BOSTON, MD 02110 | Investment Management | $108,788 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE AND CO. Service code 17 270 PARK AVE. · NEW YORK, NY 10017 | Pension Consulting | $108,624 |
SANDERSON ASSET MANAGEMENT1+ years Service code 28 · EIN 20-0348128 | Investment Management | $83,209 |
MERCER1+ years Service code 16 · EIN 13-2834414 | Consulting | $77,910 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 10 · EIN 94-2948313 | Accounting | $26,034 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $21,443 |
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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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 11.45% | 13.15%-1.7pp | -2.84%+14.3pp | 11.45%0pp |
| Employer contribution / active EE | $5,814 | $23,714-75.5% | $33,329-82.6% | $17,219-66.2% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |