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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $616,933 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $42,662 |
MAZURSKY CONSTANTINE LLC1+ years Service code 29 · EIN 27-3547321 | Legal | $20,163 |
WINDHAM BRANNON1+ years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 | Accounting | $16,000 |
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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 | $211,396-100.0% | $177,383-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 23.8%-23.8pp | 4.3%-4.3pp |
| Annual return | -2.03% | 2.81%-4.8pp | -0.48%-1.6pp | 2.81%-4.8pp |
| Employer contribution / active EE | $164,948 | $16,358+908.4% | $23,357+606.2% | $16,358+908.4% |
| Participant deferral / active EE | $0 | $775-100.0% | $17-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,964-100.0% | $1,639-100.0% |