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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Service code 11 · EIN 36-2235791 | Actuarial | $158,545 |
THE VANGUARD GROUP, INC.5+ years Service code 21 · EIN 23-1945930 | Bank Trustee | $157,740 |
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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 | $317,036-100.0% | - | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 13.0%-13.0pp |
| Annual return | 18.46% | 15.86%+2.6pp | 13.45%+5.0pp | 13.59%+4.9pp |
| Employer contribution / active EE | $56,143 | $23,357+140.4% | $26,057+115.5% | $14,592+284.8% |
| Participant deferral / active EE | $0 | $87-100.0% | $181-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | - | $29,657-100.0% |