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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Service code 11 · EIN 22-2232264 100 NORTH MAIN STREET · WINSTON-SALEM, NC 27101 | Actuarial | $34,350 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 135 S. LA SALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $27,366 |
LBMC, PC5+ years Service code 10 · EIN 63-1199757 2095 LAKESIDE CENTRE WAY · KNOXVILLE, TN 37922 | Accounting | $11,300 |
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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 | $6,886-100.0% | $6,886-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 11.1%-11.1pp | 43.7%-43.7pp |
| Annual return | 4.82% | 8.10%-3.3pp | 7.29%-2.5pp | 13.05%-8.2pp |
| Employer contribution / active EE | $0 | $27,123-100.0% | $20,019-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $5-100.0% | $5-100.0% | $31,365-100.0% |