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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $733,842 |
MAZURSKY CONSTANTINE LLC4+ years Service code 29 · EIN 27-3547321 | Legal | $344,836 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $29,810 |
WINDHAM BRANNON4+ years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 | Accounting | $17,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $37,197-100.0% | $68,458-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 10.1%-10.1pp | 4.7%-4.7pp |
| Annual return | -8.61% | -0.69%-7.9pp | -0.87%-7.7pp | -0.69%-7.9pp |
| Employer contribution / active EE | $59,520 | $16,786+254.6% | $21,826+172.7% | $16,786+254.6% |
| Participant deferral / active EE | $0 | $525-100.0% | $656-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $165-100.0% | $124-100.0% |