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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 54-0507711 | Actuarial | $339,201 |
BMO HARRIS BANK NA2+ years Filed as: M&T BANK Service code 26 · EIN 52-0312840 | Advisory (Participants) | $103,144 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $63,063 |
RUSSELL TRUST COMPANY2+ years Service code 28 · EIN 91-1116938 | Investment Management | $62,264 |
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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 | $1,723,788-100.0% | $350,496-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 1.9%-1.9pp |
| Annual return | 7.28% | 11.05%-3.8pp | 12.88%-5.6pp | 23.90%-16.6pp |
| Employer contribution / active EE | $11,891 | $15,936-25.4% | $40,010-70.3% | $16,539-28.1% |
| Participant deferral / active EE | $0 | $41-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,226-100.0% | $18,975-100.0% |