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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 P O BOX 95135 · CHICAGO, IL 606945135 | Actuarial | $68,793 |
COOK STREET CONSULTING7+ years Service code 27 5299 DTC BLVD, SUITE 1150 · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $44,777 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 13 · EIN 34-1479833 211 MAIN STREET · SAN FRANCISCO, CA 941051965 | Contract Administrator | $27,805 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 7.19% | 7.94%-0.8pp | 9.78%-2.6pp | 11.84%-4.6pp |
| Employer contribution / active EE | $62,018 | $42,390+46.3% | $46,889+32.3% | $17,339+257.7% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |