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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $158,118 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST Service code 13 · EIN 04-1867445 | Contract Administrator | $59,780 |
ALBOURNE AMERICA LLC5+ years Service code 27 · EIN 91-2164625 | Advisory (Plan) | $46,972 |
RUBINBROWN LLP5+ years Service code 10 · EIN 43-0765316 | Accounting | $13,938 |
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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 | $3,370,408-100.0% | $286,273-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 1.2%-1.2pp |
| Annual return | 10.52% | 16.35%-5.8pp | 10.78%-0.3pp | 53.27%-42.7pp |
| Employer contribution / active EE | $13,837 | $11,482+20.5% | $41,857-66.9% | $14,774-6.3% |
| Participant deferral / active EE | $0 | $34-100.0% | $59-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $83,605-100.0% | $13,289-100.0% |