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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT Service code 11 · EIN 36-3109431 | Actuarial | $247,750 |
AON CONSULTING3+ years Service code 11 · EIN 22-2232264 | Actuarial | $92,824 |
PETER CHANG ENTERPRISES, INC.3+ years Filed as: PETER CHISWICK Service code 14 · EIN 36-2167034 | Plan Administrator | $49,623 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $18,406 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 39-1186267 | Bank Trustee | $14,873 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 14.12% | 12.52%+1.6pp | 9.39%+4.7pp | 23.90%-9.8pp |
| Employer contribution / active EE | $8,520 | $13,977-39.0% | $33,466-74.5% | $16,539-48.5% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |