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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $134,736 |
SAGE ADVISORY SERVICES4 years Service code 27 5900 SOUTHWEST PARKWAY, BUILDING 1 · AUSTIN, TX 78735 | Advisory (Plan) | $29,873 |
FIRST STATE TRUST COMPANY7+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $4,775 |
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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 | $95,044-100.0% | $490,804-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 8.4%-8.4pp |
| Annual return | -0.93% | 13.11%-14.0pp | 14.84%-15.8pp | 18.35%-19.3pp |
| Employer contribution / active EE | $8,780 | $51,257-82.9% | $37,950-76.9% | $14,669-40.1% |
| Participant deferral / active EE | $0 | $247-100.0% | $127-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $1-100.0% | $9,141-100.0% |