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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Service code 11 · EIN 22-2232264 | Actuarial | $117,152 |
STATE STREET GLOBAL ADVISORS5+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $29,396 |
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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 | $162,281-100.0% | $362,723-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 37.9%-37.9pp | 47.3%-47.3pp |
| Annual return | 17.15% | 10.22%+6.9pp | 10.56%+6.6pp | 12.16%+5.0pp |
| Employer contribution / active EE | $235,661 | $37,392+530.2% | $30,199+680.4% | $44,747+426.7% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,182-100.0% | $2,168-100.0% | $17,640-100.0% |