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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5 years Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $186,117 |
IVINS, PHILLIPS & BARKER3 years Filed as: IVINS PHILLIPS AND BARKER, CHTD Service code 29 · EIN 52-1229560 | Legal | $72,224 |
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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 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 7.45% | 10.60%-3.1pp | -2.84%+10.3pp | 627.08%-619.6pp |
| Employer contribution / active EE | $25,375 | $19,729+28.6% | $33,329-23.9% | $18,824+34.8% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |