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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7 years Service code 11 · EIN 22-2232264 | Actuarial | $236,822 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST Service code 13 · EIN 04-1867445 | Contract Administrator | $120,107 |
ALBOURNE AMERICA LLC9+ years Service code 27 · EIN 91-2164625 | Advisory (Plan) | $72,916 |
RUBINBROWN LLP9+ years Service code 10 · EIN 43-0765316 | Accounting | $20,754 |
CALLAN ASSOCIATES2 years Filed as: CALLAN LLC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $6,430 |
EVESTMENT ALLIANCE LLC1 year Filed as: EVESTMENT Service code 49 · EIN 90-0905513 | Other Services | $5,439 |
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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 | $3,299,877-100.0% | $398,892-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 54.1%-54.1pp | 2.3%-2.3pp |
| Annual return | 8.45% | 7.31%+1.1pp | 8.54%-0.1pp | 37.74%-29.3pp |
| Employer contribution / active EE | $16,661 | $9,805+69.9% | $37,153-55.2% | $15,788+5.5% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $77,551-100.0% | $9,287-100.0% |