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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $921,532 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET RETIREE SERVICES Service code 19 · EIN 04-3581074 | Securities Custodian | $53,853 |
Filed as: PRINCIPAL FINANCIAL GROUP, INC Service code 15 · EIN 42-1520346 | Recordkeeping | $53,237 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $25,000 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 15 · EIN 41-6257133 | Recordkeeping | $17,207 |
IVINS, PHILLIPS & BARKER8+ years Filed as: IVINS, PHILLIPS & BARKER CHTD Service code 29 · EIN 52-1229560 | Legal | $14,521 |
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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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,278,297-100.0% | $2,278,297-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 5.6%-5.6pp | 44.4%-44.4pp |
| Annual return | -21.16% | -14.95%-6.2pp | 111.29%-132.4pp | -14.65%-6.5pp |
| Employer contribution / active EE | $0 | $68,238-100.0% | $46,003-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $0 | $62-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $14,582-100.0% |