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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $139,586 |
AON CONSULTING2 years Filed as: AON CONSULTING INC NJ Service code 11 | Actuarial | $68,000 |
K&L GATES2 years Filed as: KL GATES LLP Service code 11 | Actuarial | $34,306 |
GETTRY MARCUS CPA, P.C.2 years Filed as: GETTRY MARCUS CPA P C Service code 10 · EIN 13-3418879 | Accounting | $28,000 |
Filed as: GLOBAL PORTFOLIO STRATEGIES, INC Service code 28 · EIN 06-1055669 | Investment Management | $21,501 |
Filed as: JPMORGAN CHASE BANK, NA Service code 99 | Other Fees | $14,938 |
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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 | $107,383-100.0% | $565,817-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 29.9%-29.9pp | 9.9%-9.9pp |
| Annual return | -15.02% | -11.36%-3.7pp | -8.80%-6.2pp | -5.25%-9.8pp |
| Employer contribution / active EE | $0 | $11,614-100.0% | $43,463-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $12-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $0 | $866-100.0% | $3,859-100.0% |