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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING8 years Service code 11 · EIN 22-2232264 | Actuarial | $811,014 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 800 FIFTH AVENUE, SUITE 2800 · SEATTLE, WA 98104 | Investment Management | $136,012 |
US BANK6 years Service code 21 1555 N. RIVERCENTER DR. · MILWAUKEE, WI 53212 | Bank Trustee | $32,762 |
WIPFLI LLP7 years Service code 10 · EIN 39-0758449 | Accounting | $15,000 |
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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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 3.63% | 10.00%-6.4pp | 5.04%-1.4pp | 9.30%-5.7pp |
| Employer contribution / active EE | $13,447 | $10,331+30.2% | $26,454-49.2% | $12,551+7.1% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |