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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $164,194 |
STATE STREET GLOBAL ADVISORS1+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $60,319 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET RETIREE SERVICES Service code 14 · EIN 04-1867445 | Plan Administrator | $22,325 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET Service code 25 · EIN 04-1867445 | Directed Trustee | $5,291 |
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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 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 | $120,305-100.0% | $115,244-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 43.8%-43.8pp | 33.3%-33.3pp | 48.7%-48.7pp |
| Annual return | -1.02% | -1.96%+0.9pp | -1.61%+0.6pp | -2.16%+1.1pp |
| Employer contribution / active EE | $0 | $37,094-100.0% | $30,840-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $45-100.0% | $41-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,890-100.0% | $3,433-100.0% | $12,572-100.0% |