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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $39,178 |
MAZURSKY CONSTANTINE LLC1 year Service code 29 · EIN 27-3547321 | Legal | $13,511 |
WINDHAM BRANNON3+ years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 | Accounting | $12,500 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $9,015 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BENEFITS COUNCIL Service code 17 1501 M ST NW · WASHINGTON, DC 20005 | Pension Consulting | $7,875 |
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Employer contribution per participant 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 | $46,757-100.0% | $42,250-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.8%-18.8pp | 11.3%-11.3pp |
| Annual return | 9.98% | 7.74%+2.2pp | 7.25%+2.7pp | 10.41%-0.4pp |
| Employer contribution / active EE | $2,489 | $8,358-70.2% | $33,137-92.5% | $14,691-83.1% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $159-100.0% | $2,646-100.0% |