| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING10+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $389,400 |
AON CONSULTING10+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 27-2436452 | Investment Management | $158,043 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $148,000 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC10+ years Filed as: PARAMETRIC CLIFTON Service code 28 · EIN 20-0292745 | Investment Management | $50,625 |
STATE STREET GLOBAL ADVISORS8 years Filed as: SSGA Service code 28 · EIN 04-1867445 | Investment Management | $17,972 |
CLIFTONLARSONALLEN LLP9 years Service code 10 · EIN 41-0746749 | Accounting | $15,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $33,520-100.0% | - | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 0.23% | 7.65%-7.4pp | 3.39%-3.2pp | 7.65%-7.4pp |
| Employer contribution / active EE | $0 | $20,582-100.0% | $31,780-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $83-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | - | $193-100.0% |