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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING9+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $263,116 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $157,450 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $136,505 |
KPMG LLP9+ years Service code 10 · EIN 13-5565207 | Accounting | $57,079 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-1520346 | Bank Trustee | $45,000 |
STATE STREET GLOBAL ADVISORS9+ years Service code 18 · EIN 81-4017137 | Other fees; Investment management fee... | $12,547 |
COHEN & BUCKMANN7 years Filed as: COHEN & BUCKMANN PC Service code 29 · EIN 81-1443602 | Legal | $10,516 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,556,684-100.0% | $422,209-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.4%-2.4pp |
| Annual return | 13.26% | 9.98%+3.3pp | 12.68%+0.6pp | 22.81%-9.6pp |
| Employer contribution / active EE | $0 | $15,842-100.0% | $41,626-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $285-100.0% | $96-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,609-100.0% | $85,222-100.0% |