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| Provider | Service type | Compensation |
|---|---|---|
IVINS, PHILLIPS & BARKER8+ years Filed as: IVINS, PHILLIPS & BARKER, CHTD Service code 29 · EIN 52-1229560 | Legal | $152,957 |
AON CONSULTING7 years Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $142,048 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 13-2834414 | Investment Management | $44,034 |
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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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -18.33% | 1.88%-20.2pp | -5.12%-13.2pp | 2.78%-21.1pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |