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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Service code 11 · EIN 36-2235791 | Actuarial | $176,597 |
THE VANGUARD GROUP, INC.6+ years Service code 21 · EIN 23-1945930 | Bank Trustee | $119,178 |
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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 | $198,586-100.0% | $733,756-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 13.5%-13.5pp |
| Annual return | 19.78% | 11.09%+8.7pp | 8.35%+11.4pp | 9.29%+10.5pp |
| Employer contribution / active EE | $80,313 | $20,972+283.0% | $27,010+197.3% | $15,168+429.5% |
| Participant deferral / active EE | $0 | $99-100.0% | $180-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $19,421-100.0% | $2,037-100.0% |