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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $108,939 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK NA Service code 21 P. O. BOX 6995 · PORTLAND, OR 972286995 | Bank Trustee | $18,793 |
WINDHAM BRANNON5+ years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 | Accounting | $13,000 |
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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 | $317,036-100.0% | $157,433-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 13.0%-13.0pp |
| Annual return | 17.04% | 10.33%+6.7pp | 10.27%+6.8pp | 13.59%+3.4pp |
| Employer contribution / active EE | $4,145 | $8,298-50.0% | $19,104-78.3% | $14,592-71.6% |
| Participant deferral / active EE | $0 | $31-100.0% | $15-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $12,160-100.0% | $29,657-100.0% |