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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING9 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $545,537 |
IVINS, PHILLIPS & BARKER5 years Filed as: IVINS, PHILLIPS & BARKER CHTD Service code 29 · EIN 52-1229560 | Legal | $86,198 |
DELOITTE & TOUCHE LLP3 years Service code 10 · EIN 13-3891517 | Accounting | $26,229 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 11.0%-11.0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | 1.64% | 8.21%-6.6pp | 3.39%-1.7pp | 8.21%-6.6pp |
| Employer contribution / active EE | $22,789 | $13,841+64.7% | $31,780-28.3% | $13,841+64.7% |
| Participant deferral / active EE | $0 | $62-100.0% | $83-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |