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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $126,369 |
MORGAN LEWIS1+ years Service code 29 · EIN 23-0891050 | Legal | $78,006 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $75,020 |
Filed as: FIDELITY INV INST OPERATIONS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $34,418 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | -3.59% | 4.38%-8.0pp | 4.72%-8.3pp | 7.18%-10.8pp |
| Employer contribution / active EE | $2,955 | $13,406-78.0% | $30,821-90.4% | $13,095-77.4% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |