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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,428,327 |
IVINS, PHILLIPS & BARKER4+ years Filed as: IVINS, PHILLIPS & BARKER CHTD Service code 29 · EIN 52-1229560 | Legal | $117,709 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 15 · EIN 04-1867445 | Recordkeeping | $107,797 |
KPMG LLP4+ years Service code 10 · EIN 13-5565207 | Accounting | $28,000 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -5.86% | -1.12%-4.7pp | -2.18%-3.7pp | 0.19%-6.0pp |
| Employer contribution / active EE | $14,214 | $12,052+17.9% | $38,751-63.3% | $13,763+3.3% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |