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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Actuarial | $301,771 |
KPMG LLP1+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 515 BROADWAY · ALBANY, NY 12207 | Accounting | $30,000 |
IVINS, PHILLIPS & BARKER1+ years Filed as: IVINS, PHILLIPS, & BARKER Service code 29 · EIN 52-1229560 1700 PENNSYLVANIA AVENUE, N.W. · WASHINGTON DC, DC 200064723 | Legal | $22,744 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET RETIREE SERVICES Service code 62 · EIN 04-1867445 CORPORATE HEADQUARTERS · JACKSONVILLE, FL 041867445 | Float revenue; Other fees | $19,055 |
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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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | 0.48% | -1.13%+1.6pp | -0.81%+1.3pp | 2.81%-2.3pp |
| Employer contribution / active EE | $0 | $14,981-100.0% | $38,425-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |