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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 28 · EIN 98-1090818 | Investment Management | $133,400 |
AON CONSULTING10+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $37,500 |
WINDHAM BRANNON10+ years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 | Accounting | $14,500 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 711 HIGH ST. · DES MOINES, IA 50392 | Bank Trustee | $13,744 |
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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 | $6,886-100.0% | $6,886-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 11.1%-11.1pp | 43.7%-43.7pp |
| Annual return | -6.42% | 8.10%-14.5pp | 7.29%-13.7pp | 13.05%-19.5pp |
| Employer contribution / active EE | $14,403 | $27,123-46.9% | $20,019-28.1% | $37,664-61.8% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $5-100.0% | $5-100.0% | $31,365-100.0% |