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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON Service code 27 100 NORTH MAIN STREET · WINSTON-SALEM, NC 27101 | Advisory (Plan) | $100,712 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $65,760 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 510 N VALLEY MILLS DRIVE · WACO, TX 767106075 | Bank Trustee | $36,616 |
Filed as: WILLIS TOWERS WATSON Service code 11 1120 SOUTH TRYON STREET · CHARLOTTE, NC 28203 | Actuarial | $35,174 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $328,890-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 41.1%-41.1pp | 2.1%-2.1pp |
| Annual return | 3.36% | 8.50%-5.1pp | 8.43%-5.1pp | 9.16%-5.8pp |
| Employer contribution / active EE | $0 | $15,334-100.0% | $29,249-100.0% | $19,955-100.0% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $10,081-100.0% | $200-100.0% |