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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT GROUP TRUST Service code 16 · EIN 27-2436452 | Consulting | $57,957 |
THE BANK OF NEW YORK MELLON3+ years Service code 15 · EIN 13-5160382 | Recordkeeping | $55,839 |
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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 | $222,828-100.0% | $180,484-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 10.1%-10.1pp | 45.9%-45.9pp |
| Annual return | 12.52% | 3.14%+9.4pp | 10.53%+2.0pp | 10.21%+2.3pp |
| Employer contribution / active EE | $116,933 | $46,562+151.1% | $29,360+298.3% | $42,272+176.6% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,524-100.0% | $1,273-100.0% | $13,518-100.0% |