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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-1081291 | Actuarial | $75,739 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $52,625 |
SAGE ADVISORY SERVICES2 years Service code 27 5900 SOUTHWEST PARKWAY, BUILDING 1 · AUSTIN, TX 78735 | Advisory (Plan) | $26,472 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORG. STANLEY SMITH BARNEY HLDG LLC Service code 16 · EIN 26-4310632 | Consulting | $6,993 |
Filed as: LOCKTON COMPANIES LLC Service code 16 · EIN 20-3354970 | Consulting | $5,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $114,874-100.0% | $94,563-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 17.9%-17.9pp | 47.3%-47.3pp |
| Annual return | -62.85% | 16.84%-79.7pp | 16.32%-79.2pp | 12.16%-75.0pp |
| Employer contribution / active EE | $0 | $40,622-100.0% | $31,806-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $133-100.0% | $211-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $17,640-100.0% |