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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 27-1175487 | Actuarial | $110,078 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 P O BOX 95135 · CHICAGO, IL 606945135 | Actuarial | $33,776 |
COOK STREET CONSULTING8+ years Service code 27 5299 DTC BLVD, SUITE 1150 · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $29,978 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 13 · EIN 34-1479833 211 MAIN STREET · SAN FRANCISCO, CA 941051965 | Contract Administrator | $15,772 |
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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.
Plan reported a final filing / termination within the last year.
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 | -1.26% | 12.39%-13.7pp | 10.22%-11.5pp | -14.65%+13.4pp |
| Employer contribution / active EE | $0 | $53,670-100.0% | $51,212-100.0% | $46,322-100.0% |
| 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% |