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| Provider | Service type | Compensation |
|---|---|---|
IVINS, PHILLIPS & BARKER1+ years Filed as: IVINS, PHILLIPS & BARKER, CHTD Service code 29 · EIN 52-1229560 | Legal | $48,115 |
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $27,490 |
KPMG LLP1+ years Filed as: KMPG, LLP Service code 10 · EIN 13-5565207 | Accounting | $18,000 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 15 · EIN 04-1867445 | Recordkeeping | $8,109 |
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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 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | 0.83% | -1.56%+2.4pp | -3.43%+4.3pp | 2.81%-2.0pp |
| Employer contribution / active EE | $0 | $14,048-100.0% | $25,607-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |