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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $4,758 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $1,238 |
MAZURSKY CONSTANTINE LLC6+ years Service code 29 · EIN 27-3547321 | Legal | $567 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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% | $254,173-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 13.0%-13.0pp | 43.0%-43.0pp |
| Annual return | -100.00% | 5.50%-105.5pp | 6.61%-106.6pp | 259.17%-359.2pp |
| Employer contribution / active EE | $0 | $30,041-100.0% | $24,284-100.0% | $41,471-100.0% |
| 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% | $21,502-100.0% |