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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5 years Filed as: AON HEWITT SERVICES Service code 16 · EIN 22-2232264 | Consulting | $19,436 |
FRAZIER & DEETER, LLC3 years Filed as: FRAZIER AND DEETER LLC Service code 10 · EIN 58-1433845 | Accounting | $15,000 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $14,950 |
ASCENSUS LLC4 years Filed as: CAP FINANCIAL Service code 28 1680 CAPITAL ONE DRIVE · MCLEAN, VA 22102 | Investment Management | $5,344 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 711 HIGH ST. · DES MOINES, IA 50392 | Bank Trustee | $3,708 |
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Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $206,041-100.0% | $201,416-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 43.7%-43.7pp |
| Annual return | -1.00% | 7.46%-8.5pp | 8.10%-9.1pp | 13.05%-14.0pp |
| Employer contribution / active EE | $0 | $34,689-100.0% | $28,649-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $31,365-100.0% |