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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $266,225 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST Service code 13 · EIN 04-1867445 | Contract Administrator | $64,725 |
ALBOURNE AMERICA LLC3+ years Service code 16 · EIN 91-2164625 | Consulting | $58,505 |
RUBINBROWN LLP3+ years Service code 10 · EIN 43-0765316 | Accounting | $13,446 |
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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 | $1,723,788-100.0% | $350,496-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 1.9%-1.9pp |
| Annual return | 10.34% | 11.05%-0.7pp | 12.88%-2.5pp | 23.90%-13.6pp |
| Employer contribution / active EE | $8,946 | $15,936-43.9% | $40,010-77.6% | $16,539-45.9% |
| Participant deferral / active EE | $0 | $41-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,226-100.0% | $18,975-100.0% |