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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Filed as: AON HEWITT SERVICES Service code 16 · EIN 22-2232264 | Consulting | $18,519 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $17,790 |
FRAZIER & DEETER, LLC2 years Filed as: FRAZIER AND DEETER LLC Service code 10 · EIN 58-1433845 | Accounting | $8,000 |
ASCENSUS LLC3 years Filed as: CAP FINANCIAL Service code 28 1680 CAPITAL ONE DRIVE · MCLEAN, VA 22102 | Investment Management | $6,476 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 711 HIGH ST. · DES MOINES, IA 50392 | Bank Trustee | $2,630 |
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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 | $162,803-100.0% | $473,625-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 37.3%-37.3pp | 55.8%-55.8pp |
| Annual return | 5.08% | 17.22%-12.1pp | 20.18%-15.1pp | 24.44%-19.4pp |
| Employer contribution / active EE | $0 | $35,410-100.0% | $29,108-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $2,262-100.0% | $22,013-100.0% |