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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING INC Service code 16 · EIN 22-2232264 | Consulting | $178,533 |
SLC MANAGEMENT2 years Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 28 · EIN 68-0635051 | Investment Management | $100,775 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $31,256 |
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Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 5.85% | 7.96%-2.1pp | 5.04%+0.8pp | 8.76%-2.9pp |
| Employer contribution / active EE | $4,503 | $15,125-70.2% | $26,454-83.0% | $16,664-73.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |