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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING10+ years Service code 11 · EIN 22-2232264 | Actuarial | $109,315 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $31,920 |
DEGANN CONSULTING, LLC10+ years Service code 16 57 EAST 74TH ST · NEW YORK, NY 10021 | Consulting | $18,468 |
WITHUMSMITH+BROWN, PC10+ years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $15,400 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 13-5160382 | Investment management fees paid indir... | $14,022 |
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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 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | -0.11% | 7.25%-7.4pp | 5.04%-5.2pp | 8.21%-8.3pp |
| Employer contribution / active EE | $37,456 | $13,308+181.5% | $26,454+41.6% | $13,841+170.6% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |