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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 54-0507711 | Actuarial | $255,246 |
BMO HARRIS BANK NA1+ years Filed as: M&T BANK Service code 26 · EIN 52-0312840 | Advisory (Participants) | $77,613 |
RUSSELL TRUST COMPANY1+ years Service code 28 · EIN 91-1116938 | Investment Management | $54,860 |
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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 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 | $381,942,733-100.0% | $322,681-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 3.19% | 5.96%-2.8pp | 4.07%-0.9pp | 9.19%-6.0pp |
| Employer contribution / active EE | $10,109 | $13,653-26.0% | $36,235-72.1% | $12,608-19.8% |
| Participant deferral / active EE | $0 | $0 | $215-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $7,128-100.0% | $2,655,710-100.0% |