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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $275,878 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 | Custodial (securities); Direct paymen... | $95,403 |
GOLDMAN SACHS9+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $67,803 |
Filed as: CBIZ, INC. Service code 10 140 FOUNTAIN PARKWAY · ST. PETERSBURG, FL 33716 | Accounting | $32,550 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,703,652-100.0% | $2,703,652-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.7%-7.7pp | 55.8%-55.8pp |
| Annual return | 10.34% | 4.23%+6.1pp | 7.26%+3.1pp | 24.44%-14.1pp |
| Employer contribution / active EE | $0 | $53,056-100.0% | $34,949-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $22,013-100.0% | - | $22,013-100.0% |