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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $750,957 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $46,986 |
WINDHAM BRANNON3+ years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 | Accounting | $16,500 |
MAZURSKY CONSTANTINE LLC3+ years Service code 29 · EIN 27-3547321 | Legal | $10,973 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BENEIFTS COUNCIL Service code 17 1501 M ST NW · WASHINGTION, DC 20005 | Pension Consulting | $7,875 |
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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 | $44,091-100.0% | $42,250-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 18.8%-18.8pp | 4.5%-4.5pp |
| Annual return | 9.11% | 13.95%-4.8pp | 7.25%+1.9pp | 13.95%-4.8pp |
| Employer contribution / active EE | $0 | $16,598-100.0% | $33,137-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $511-100.0% | $13-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $159-100.0% | $612-100.0% |