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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Service code 11 · EIN 36-2235791 | Actuarial | $154,343 |
THE VANGUARD GROUP, INC.8+ years Service code 21 · EIN 23-1945930 | Bank Trustee | $139,431 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,032-100.0% | - | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 9.9%-9.9pp |
| Annual return | -25.47% | -14.09%-11.4pp | 179.55%-205.0pp | -5.25%-20.2pp |
| Employer contribution / active EE | $24,706 | $19,237+28.4% | $24,917-0.8% | $15,161+63.0% |
| Participant deferral / active EE | $0 | $307-100.0% | $463-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | - | $3,859-100.0% |