| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $318,010 |
AON CONSULTING7+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 27-2436452 | Investment Management | $212,232 |
Filed as: PARAMETRIC CLIFTON Service code 28 · EIN 20-0292745 | Investment Management | $69,912 |
SSBT4 years Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $51,627 |
STATE STREET GLOBAL ADVISORS5 years Filed as: SSGA Service code 28 · EIN 04-1867445 | Investment Management | $28,156 |
ERNST & YOUNG LLP2 years Service code 10 · EIN 34-6565596 | Accounting | $27,278 |
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746749 | Accounting | $7,613 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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% | $2,286,405-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.7%-0.7pp |
| Annual return | -0.25% | 9.71%-10.0pp | 4.92%-5.2pp | 13.24%-13.5pp |
| Employer contribution / active EE | $0 | $11,854-100.0% | $39,114-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $0 | $79-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $0 | $4,137-100.0% |