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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $167,164 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST Service code 13 · EIN 04-1867445 | Contract Administrator | $144,616 |
ALBOURNE AMERICA LLC8+ years Service code 27 · EIN 91-2164625 | Advisory (Plan) | $57,068 |
RUBINBROWN LLP8+ years Service code 10 · EIN 43-0765316 | Accounting | $15,829 |
CALLAN ASSOCIATES1 year Filed as: CALLAN LLC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $5,936 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $164,233-100.0% | $565,817-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 0.0%0pp |
| Annual return | -11.26% | -12.27%+1.0pp | -8.80%-2.5pp | 2.77%-14.0pp |
| Employer contribution / active EE | $1,193 | $13,732-91.3% | $43,463-97.3% | $15,262-92.2% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $866-100.0% | $1,015-100.0% |