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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT GROUP TRUST Service code 16 · EIN 27-2436452 | Consulting | $75,235 |
THE BANK OF NEW YORK MELLON1+ years Service code 15 · EIN 13-5160382 | Recordkeeping | $59,363 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $138,622-100.0% | $96,302-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 8.8%-8.8pp | 48.7%-48.7pp |
| Annual return | -3.19% | -6.67%+3.5pp | -2.90%-0.3pp | -2.16%-1.0pp |
| Employer contribution / active EE | $61,761 | $50,664+21.9% | $27,990+120.7% | $42,957+43.8% |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $677-100.0% | $519-100.0% | $12,572-100.0% |