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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING8 years Service code 11 · EIN 22-2232264 | Actuarial | $253,516 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $207,495 |
BLACKROCK3 years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3459661 | Investment Management | $73,885 |
THE BANK OF NEW YORK MELLON7 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $61,346 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $25,305 |
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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 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 12.08% | 9.45%+2.6pp | 5.04%+7.0pp | 7.65%+4.4pp |
| Employer contribution / active EE | $25,207 | $14,895+69.2% | $26,454-4.7% | $20,582+22.5% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |