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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $40,287 |
WINDHAM BRANNON4+ years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 | Accounting | $12,500 |
MAZURSKY CONSTANTINE LLC2 years Service code 29 · EIN 27-3547321 | Legal | $5,561 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $105,125-100.0% | $68,458-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 14.6%-14.6pp |
| Annual return | -7.86% | -2.95%-4.9pp | -0.87%-7.0pp | 10.56%-18.4pp |
| Employer contribution / active EE | $2,521 | $6,884-63.4% | $21,826-88.4% | $13,643-81.5% |
| Participant deferral / active EE | $0 | $0 | $656-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $165-100.0% | $3,354-100.0% |