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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING9+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 23-2293237 | Actuarial | $117,424 |
SLC MANAGEMENT5 years Service code 28 1 SUN LIFE EXECUTIVE PARK · WELLESLEY HILLS, MA 02481 | Investment Management | $52,037 |
MMA SECURITIES LLC1 year Service code 13 1166 AVENUE OF THE AMERICAS, · NEW YORK, NY 10036 | Contract Administrator | $30,975 |
Filed as: PRINCIPAL Service code 21 510 N VALLEY MILLS DRIVE · WACO, TX 767106075 | Bank Trustee | $20,007 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $13,750 |
LPL FINANCIAL5 years Service code 16 75 STATE STREET, 22ND FLOOR · BOSTON, MA 02109 | Consulting | $10,325 |
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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 | $9,556,684-100.0% | $101,802-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.4%-2.4pp |
| Annual return | 7.70% | 7.81%-0.1pp | 9.51%-1.8pp | 22.81%-15.1pp |
| Employer contribution / active EE | $12,234 | $7,502+63.1% | $23,377-47.7% | $18,290-33.1% |
| Participant deferral / active EE | $0 | $22-100.0% | $14-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $769-100.0% | $85,222-100.0% |