| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $562,463 |
AON CONSULTING5+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 27-2436452 | Investment Management | $249,256 |
PBGC PREMIUM2 years Filed as: PBGC Service code 28 1200 K STREET, NW · WASHINGTON, DC 200054026 | Investment Management | $232,240 |
Filed as: PARAMETRIC CLIFTON Service code 28 · EIN 20-0292745 | Investment Management | $79,353 |
SSBT2 years Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $68,569 |
STATE STREET GLOBAL ADVISORS3 years Filed as: SSGA Service code 28 · EIN 04-1867445 | Investment Management | $54,162 |
ERNST & YOUNG LLP5+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $25,000 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $11,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 24.21% | 16.06%+8.1pp | 12.90%+11.3pp | 53.27%-29.1pp |
| Employer contribution / active EE | $245 | $22,650-98.9% | $53,929-99.5% | $14,774-98.3% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |