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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $34,199 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $29,520 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $17,874 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES,LLC Service code 28 · EIN 20-1443985 | Investment Management | $8,750 |
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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | -7.23% | -5.34%-1.9pp | 12.68%-19.9pp | -82.67%+75.4pp |
| Employer contribution / active EE | $36,078 | $31,322+15.2% | $22,860+57.8% | $43,771-17.6% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |