Filed January 7, 2025 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-2235791 | Actuarial | $1,594,255 |
IVINS, PHILLIPS & BARKER2+ years Filed as: IVINS, PHILLIPS & BAKER Service code 29 1700 PENNSYLVANIA AVENUE · WASHINGTON, DC 20006 | Legal | $106,557 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $102,500 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 33-1498605 | Accounting | $56,400 |
Filed as: STATE STREET BANK Service code 21 · EIN 41-1867445 | Bank Trustee | $22,234 |
Service code 13 · EIN 65-0696806 | Contract Administrator | $19,013 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | -0.33% | 7.03%-7.4pp | 9.82%-10.2pp | 7.65%-8.0pp |
| Employer contribution / active EE | $12,736 | $15,106-15.7% | $30,322-58.0% | $20,582-38.1% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |