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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $75,472 |
IVINS, PHILLIPS & BARKER2 years Filed as: IVINS PHILLIPS AND BARKER, CHTD Service code 29 · EIN 52-1229560 | Legal | $63,204 |
KPMG LLP5+ years Filed as: KMPG, LLP Service code 10 · EIN 13-5565207 | Accounting | $22,000 |
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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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 21.14% | 15.60%+5.5pp | 29.77%-8.6pp | 16.32%+4.8pp |
| Employer contribution / active EE | $26,919 | $11,838+127.4% | $33,607-19.9% | $17,007+58.3% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |