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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING9 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $122,535 |
DELOITTE & TOUCHE LLP3 years Service code 10 · EIN 13-3891517 | Accounting | $26,229 |
IVINS, PHILLIPS & BARKER2 years Service code 29 · EIN 52-1229560 | Legal | $12,054 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $7,695 |
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Annual investment return 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 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | -0.26% | 3.31%-3.6pp | 5.04%-5.3pp | 13.05%-13.3pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |