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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $132,860 |
WINDHAM BRANNON6+ years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 | Accounting | $14,000 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK NA Service code 21 P. O. BOX 6995 · PORTLAND, OR 972286995 | Bank Trustee | $13,475 |
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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 | $78,313-100.0% | $78,313-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 13.0%-13.0pp | 43.0%-43.0pp |
| Annual return | 10.14% | 5.50%+4.6pp | 6.61%+3.5pp | 259.14%-249.0pp |
| Employer contribution / active EE | $316,457 | $30,041+953.4% | $24,284+1203.1% | $41,471+663.1% |
| Participant deferral / active EE | $0 | $490-100.0% | $408-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $19,478-100.0% | $19,478-100.0% | $21,546-100.0% |