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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT SERVICES Service code 16 · EIN 22-2232264 | Consulting | $91,465 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE AND CO. Service code 17 270 PARK AVE. · NEW YORK, NY 10017 | Pension Consulting | $77,664 |
Filed as: BNY MELLON Service code 28 240 GREENWICH STREET · NEW YORK, NY 10286 | Investment Management | $57,498 |
IR&M2+ years Service code 28 100 FEDERAL STREET, 30TH FLOOR · BOSTON, MD 02110 | Investment Management | $55,725 |
SANDERSON ASSET MANAGEMENT2+ years Service code 28 · EIN 20-0348128 | Investment Management | $31,324 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 10 · EIN 94-2948313 | Accounting | $14,120 |
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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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 9.01% | 8.91%+0.1pp | 7.32%+1.7pp | 13.24%-4.2pp |
| Employer contribution / active EE | $3,552 | $13,306-73.3% | $23,426-84.8% | $14,616-75.7% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |