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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS2 years Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $66,916 |
AON CONSULTING2 years Filed as: AON HEWITT INV CONSULTANT, INC Service code 11 · EIN 22-2232264 | Actuarial | $50,202 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 | Accounting | $13,525 |
NEPC, LLC3 years Service code 28 · EIN 26-1429809 | Investment Management | $5,409 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $46,244-100.0% | - | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 2.8%-2.8pp |
| Annual return | 20.32% | 18.06%+2.3pp | 13.45%+6.9pp | 16.32%+4.0pp |
| Employer contribution / active EE | $17,137 | $23,411-26.8% | $26,057-34.2% | $17,007+0.8% |
| Participant deferral / active EE | $0 | $815-100.0% | $181-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | - | $127-100.0% |