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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $154,720 |
AON CONSULTING8 years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $122,295 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC10+ years Filed as: PARAMETRIC PORTFOLIO ASSOCIATE Service code 28 · EIN 20-0292745 | Investment Management | $81,649 |
THE BANK OF NEW YORK MELLON6 years Service code 21 · EIN 13-5160382 | Bank Trustee | $43,662 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 39-0859910 | Accounting | $27,825 |
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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 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 0.0%0pp | 2.5%-2.5pp |
| Annual return | 7.60% | 8.25%-0.6pp | -1.52%+9.1pp | 8.25%-0.6pp |
| Employer contribution / active EE | $94,792 | $18,668+407.8% | $42,251+124.4% | $18,668+407.8% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $87-100.0% | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |