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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $363,820 |
KPMG LLP7+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $28,000 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 41-6257133 | Recordkeeping | $13,862 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET RETIREE SERVICES Service code 15 · EIN 04-3581074 | Recordkeeping | $10,632 |
IVINS, PHILLIPS & BARKER2 years Filed as: IVINS, PHILLIPS & BARKER CHTD Service code 29 · EIN 52-1229560 | Legal | $8,937 |
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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 | $82,186-100.0% | $2,286,405-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 10.5%-10.5pp | 3.6%-3.6pp |
| Annual return | 9.22% | 11.84%-2.6pp | 4.92%+4.3pp | 11.84%-2.6pp |
| Employer contribution / active EE | $0 | $17,339-100.0% | $39,114-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $683-100.0% | $79-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $0 | $409-100.0% |