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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC Service code 28 · EIN 27-2436452 | Investment Management | $59,605 |
Filed as: BANCO POPULAR Service code 21 · EIN 66-0175278 | Bank Trustee | $57,802 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET CORPORATION Service code 19 · EIN 04-1867445 | Securities Custodian | $38,010 |
WHITLEY PENN LLP7 years Service code 10 · EIN 75-2393478 | Accounting | $18,510 |
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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 | $265,195-100.0% | $422,209-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 49.8%-49.8pp | 23.3%-23.3pp | 55.8%-55.8pp |
| Annual return | 8.02% | 13.43%-5.4pp | 12.68%-4.7pp | 24.44%-16.4pp |
| Employer contribution / active EE | $0 | $48,153-100.0% | $41,609-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,528-100.0% | $10,609-100.0% | $22,013-100.0% |