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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6+ years Service code 11 · EIN 22-2232264 | Actuarial | $36,765 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $24,747 |
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $19,597 |
LBMC, PC6+ years Service code 10 · EIN 63-1199757 | Accounting | $12,250 |
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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 | $380,063-100.0% | - | $380,063-100.0% |
| Participation rate | 0.0% | 27.7%-27.7pp | - | 27.7%-27.7pp |
| Annual return | 5.49% | -2.19%+7.7pp | -1.02%+6.5pp | 15.59%-10.1pp |
| Employer contribution / active EE | $79,790 | $32,206+147.7% | $29,020+174.9% | $33,256+139.9% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $21,009-100.0% | - | $21,009-100.0% |