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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INV CONSULTANT, INC Service code 11 · EIN 22-2232264 | Actuarial | $18,205 |
STATE STREET GLOBAL ADVISORS2 years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $12,571 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $254,542-100.0% | - | $254,542-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 47.4%-47.4pp |
| Annual return | 20.32% | 4.58%+15.7pp | 13.45%+6.9pp | 12.16%+8.2pp |
| Employer contribution / active EE | $27,105 | $34,399-21.2% | $26,057+4.0% | $44,747-39.4% |
| Participant deferral / active EE | $0 | $151-100.0% | $181-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $17,640-100.0% | - | $17,640-100.0% |