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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Service code 11 · EIN 36-2235791 | Actuarial | $155,736 |
THE VANGUARD GROUP, INC.4+ years Service code 21 · EIN 23-1945930 | Bank Trustee | $77,400 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,125-100.0% | $221,583-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 14.6%-14.6pp |
| Annual return | -4.27% | -3.21%-1.1pp | -6.55%+2.3pp | 10.56%-14.8pp |
| Employer contribution / active EE | $54,537 | $17,428+212.9% | $21,653+151.9% | $13,643+299.7% |
| Participant deferral / active EE | $0 | $183-100.0% | $160-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $1,920-100.0% | $3,354-100.0% |