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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $90,710 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $24,347 |
IVINS, PHILLIPS & BARKER2+ years Filed as: IVINS, PHILLIPS & BARKER, CHTD Service code 29 · EIN 52-1229560 | Legal | $17,619 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 15 · EIN 04-1867445 | Recordkeeping | $13,383 |
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Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 6.41% | 17.94%-11.5pp | 5.44%+1.0pp | 7.18%-0.8pp |
| Employer contribution / active EE | $1,460 | $12,263-88.1% | $25,481-94.3% | $13,095-88.9% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |