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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Actuarial | $331,169 |
KPMG LLP4+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 515 BROADWAY · ALBANY, NY 12207 | Accounting | $28,000 |
IVINS, PHILLIPS & BARKER3 years Service code 29 · EIN 52-1229560 1717 K STREET NW · WASHINGTON DC, DC 200065343 | Legal | $20,397 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET RETIREE SERVICES Service code 62 · EIN 04-1867445 CORPORATE HEADQUARTERS · JACKSONVILLE, FL 041867445 | Other fees; Float revenue | $16,767 |
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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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -5.51% | -1.53%-4.0pp | -2.18%-3.3pp | -0.69%-4.8pp |
| Employer contribution / active EE | $0 | $14,498-100.0% | $38,751-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |