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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Service code 11 · EIN 22-2232264 | Actuarial | $175,569 |
STATE STREET GLOBAL ADVISORS4+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $59,569 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $21,623 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $267,312-100.0% | $245,396-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 51.5%-51.5pp | 43.0%-43.0pp | 46.4%-46.4pp |
| Annual return | -6.07% | -1035.07%+1029.0pp | -752.26%+746.2pp | -82.67%+76.6pp |
| Employer contribution / active EE | $199,482 | $39,756+401.8% | $31,802+527.3% | $43,771+355.7% |
| Participant deferral / active EE | $0 | $35-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $1,364-100.0% | $1,223-100.0% | $11,204-100.0% |