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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $388,718 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $41,948 |
WINDHAM BRANNON2+ years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 | Accounting | $16,500 |
MAZURSKY CONSTANTINE LLC2+ years Service code 29 · EIN 27-3547321 | Legal | $7,429 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
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 | $49,677-100.0% | $286,961-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 13.3%-13.3pp | 3.6%-3.6pp |
| Annual return | 2.90% | 11.88%-9.0pp | 2.61%+0.3pp | 11.88%-9.0pp |
| Employer contribution / active EE | $0 | $14,612-100.0% | $24,109-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $17-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $148-100.0% | $637-100.0% |