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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP1 year Service code 10 · EIN 32-0921680 | Accounting | $16,400 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $14,698 |
LOGOS PENSION GROUP INC.1 year Service code 15 · EIN 83-1892385 | Recordkeeping | $8,030 |
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 11 · EIN 36-2235791 | Actuarial | $7,629 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 24.3%-24.3pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 12.86% | 4.93%+7.9pp | 7.32%+5.5pp | 9.30%+3.6pp |
| Employer contribution / active EE | $0 | $32,616-100.0% | $23,426-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |