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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $283,081 |
IVINS, PHILLIPS & BARKER4 years Service code 29 · EIN 52-1229560 | Legal | $51,353 |
KPMG LLP5+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $28,000 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET RETIREE SERVICES Service code 62 · EIN 04-1867445 | Other fees; Float revenue | $13,315 |
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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 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 17.24% | 18.13%-0.9pp | 14.64%+2.6pp | 16.32%+0.9pp |
| Employer contribution / active EE | $18,788 | $23,138-18.8% | $41,831-55.1% | $17,007+10.5% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |