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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING8 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $429,376 |
IVINS, PHILLIPS & BARKER4 years Filed as: IVINS, PHILLIPS & BARKER CHTD Service code 29 · EIN 52-1229560 | Legal | $26,297 |
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $22,650 |
Filed as: PRINCIPAL FINANCIAL GROUP, INC Service code 17 · EIN 42-1520346 | Pension Consulting | $18,547 |
ATESSA BENEFITS1 year Service code 17 · EIN 47-4435064 | Pension Consulting | $7,001 |
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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 | $9,556,684-100.0% | $2,703,652-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 7.7%-7.7pp | 2.4%-2.4pp |
| Annual return | 5.93% | 22.81%-16.9pp | 7.26%-1.3pp | 22.81%-16.9pp |
| Employer contribution / active EE | $12,844 | $18,290-29.8% | $34,949-63.2% | $18,290-29.8% |
| Participant deferral / active EE | $0 | $603-100.0% | $86-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | - | $85,222-100.0% |