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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $122,536 |
STATE STREET GLOBAL ADVISORS6+ years Service code 27 · EIN 04-0025081 | Advisory (Plan) | $92,291 |
AON CONSULTING6+ years Service code 11 45 HUTCHINSON AVE. · COLUMBUS, OH 43235 | Actuarial | $66,591 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $22,680 |
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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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $266,915-100.0% | $319,010-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 55.4%-55.4pp | 47.0%-47.0pp | 44.4%-44.4pp |
| Annual return | -14.94% | 12.39%-27.3pp | 10.22%-25.2pp | -14.65%-0.3pp |
| Employer contribution / active EE | $0 | $53,662-100.0% | $51,205-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $9,726-100.0% | $10,810-100.0% | $14,582-100.0% |