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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $60,026 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $28,000 |
IVINS, PHILLIPS & BARKER3+ years Filed as: IVINS PHILLIPS & BARKER CHTD Service code 29 · EIN 52-1229560 | Legal | $6,002 |
Filed as: STATE STREET BANK & TRUST Service code 15 · EIN 04-1867445 | Recordkeeping | $5,412 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 11.63% | 5.28%+6.3pp | 16.78%-5.1pp | 10.21%+1.4pp |
| Employer contribution / active EE | $0 | $35,590-100.0% | $26,328-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |