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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 13 · EIN 22-2232264 | Contract Administrator | $201,799 |
THE BANK OF NEW YORK MELLON6 years Service code 21 · EIN 13-5160382 | Bank Trustee | $39,755 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $7,193,366-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 12.4%-12.4pp |
| Annual return | 6.63% | 10.19%-3.6pp | 78.62%-72.0pp | 9.89%-3.3pp |
| Employer contribution / active EE | $27,500 | $17,053+61.3% | $31,646-13.1% | $14,313+92.1% |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $75,389-100.0% | $9,084-100.0% |