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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 28 · EIN 98-1090818 | Investment Management | $82,884 |
AON CONSULTING9+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $17,489 |
WINDHAM BRANNON9+ years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 | Accounting | $15,500 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 711 HIGH ST. · DES MOINES, IA 50392 | Bank Trustee | $13,247 |
US TREASURY2 years Filed as: L&G TREASURY 15+ STRIPS CIT FUND Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IA 60606 | Investment Management | $4,680 |
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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 | $282,865-100.0% | $343,293-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 12.4%-12.4pp |
| Annual return | 5.57% | 7.36%-1.8pp | 16.99%-11.4pp | 9.89%-4.3pp |
| Employer contribution / active EE | $12,106 | $5,810+108.4% | $26,485-54.3% | $14,313-15.4% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | - | $9,084-100.0% |