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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING8+ years Filed as: AON HEWITT Service code 11 · EIN 36-3109431 | Actuarial | $218,219 |
AON CONSULTING8+ years Service code 11 · EIN 22-2232264 | Actuarial | $153,660 |
PETER CHANG ENTERPRISES, INC.8+ years Filed as: PETER CHISWICK Service code 14 · EIN 36-2167034 | Plan Administrator | $55,825 |
BMO HARRIS BANK NA8+ years Filed as: BMO HARRIS BANK N.A. Service code 14 · EIN 39-1186267 | Plan Administrator | $25,371 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $19,542 |
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Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $748,470-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | -16.71% | -13.10%-3.6pp | 0.46%-17.2pp | 2.77%-19.5pp |
| Employer contribution / active EE | $10,811 | $16,278-33.6% | $35,480-69.5% | $15,262-29.2% |
| Participant deferral / active EE | $0 | $3,107-100.0% | $231-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $29,938-100.0% | $1,015-100.0% |