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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Actuarial | $395,071 |
IVINS, PHILLIPS & BARKER1 year Service code 29 · EIN 52-1229560 1700 PENNSYLVANIA AVENUE, N.W. · WASHINGTON DC, DC 200064723 | Legal | $70,631 |
KPMG LLP2+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 515 BROADWAY · ALBANY, NY 12207 | Accounting | $30,000 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET RETIREE SERVICES Service code 62 · EIN 04-1867445 CORPORATE HEADQUARTERS · JACKSONVILLE, FL 041867445 | Float revenue; Other fees | $16,122 |
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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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 6.26% | 5.80%+0.5pp | 4.74%+1.5pp | 11.88%-5.6pp |
| Employer contribution / active EE | $7,006 | $15,506-54.8% | $36,089-80.6% | $14,612-52.1% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |