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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $212,543 |
KPMG LLP6+ years Service code 10 · EIN 13-5565207 | Accounting | $30,500 |
IVINS, PHILLIPS & BARKER6+ years Filed as: IVINS, PHILLIPS AND BARKER, CHTD Service code 29 · EIN 52-1229560 | Legal | $22,817 |
VERRILL DANA LLP1 year Service code 29 · EIN 01-0176171 | Legal | $10,000 |
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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 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 16.01% | 9.93%+6.1pp | -2.84%+18.8pp | 9.29%+6.7pp |
| Employer contribution / active EE | $14,188 | $11,565+22.7% | $33,329-57.4% | $15,168-6.5% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |