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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $227,267 |
IVINS, PHILLIPS & BARKER4 years Filed as: IVINS PHILLIPS AND BARKER, CHTD Service code 29 · EIN 52-1229560 | Legal | $46,560 |
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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 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 11.22% | 8.91%+2.3pp | 7.32%+3.9pp | 11.84%-0.6pp |
| Employer contribution / active EE | $17,355 | $8,713+99.2% | $23,426-25.9% | $17,339+0.1% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |