| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING8+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 27-2436452 | Investment Management | $320,958 |
AON CONSULTING8+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $290,853 |
Filed as: PARAMETRIC CLIFTON Service code 28 · EIN 20-0292745 | Investment Management | $106,403 |
SSBT5 years Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $46,983 |
STATE STREET GLOBAL ADVISORS6 years Filed as: SSGA Service code 28 · EIN 04-1867445 | Investment Management | $23,673 |
CLIFTONLARSONALLEN LLP7 years Service code 10 · EIN 41-0746749 | Accounting | $16,918 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $164,233-100.0% | $2,278,297-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | -25.55% | 90.87%-116.4pp | 111.29%-136.8pp | 2.78%-28.3pp |
| Employer contribution / active EE | $0 | $19,322-100.0% | $46,003-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $0 | $62-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $0 | $1,015-100.0% |