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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6+ years Service code 11 · EIN 22-2232264 | Actuarial | $227,816 |
STATE STREET GLOBAL ADVISORS6+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $50,539 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $8,500 |
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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 | $150,398-100.0% | $162,072-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 42.3%-42.3pp | 33.1%-33.1pp | 43.1%-43.1pp |
| Annual return | 10.68% | 7.88%+2.8pp | 8.01%+2.7pp | 259.19%-248.5pp |
| Employer contribution / active EE | $235,248 | $36,826+538.8% | $29,476+698.1% | $41,472+467.2% |
| Participant deferral / active EE | $0 | $818-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $223-100.0% | $630-100.0% | $21,502-100.0% |