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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Filed as: AON HEWITT Service code 11 · EIN 36-3109431 | Actuarial | $211,669 |
AON CONSULTING5+ years Service code 11 · EIN 22-2232264 | Actuarial | $143,038 |
PETER CHANG ENTERPRISES, INC.5+ years Filed as: PETER CHISWICK Service code 14 · EIN 36-2167034 | Plan Administrator | $51,018 |
BAKER TILLY US, LLP5+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $18,548 |
JESSICA SCHNEIDER1 year Filed as: JESSICA DELGADILLO Service code 14 · EIN 36-2167034 | Plan Administrator | $14,625 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 39-1186267 | Bank Trustee | $13,736 |
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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 | $3,370,408-100.0% | $161,646-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 1.2%-1.2pp |
| Annual return | 20.97% | 15.47%+5.5pp | 12.93%+8.0pp | 53.27%-32.3pp |
| Employer contribution / active EE | $8,692 | $15,545-44.1% | $35,210-75.3% | $14,774-41.2% |
| Participant deferral / active EE | $0 | $814-100.0% | $458-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,659-100.0% | $13,289-100.0% |