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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $102,163 |
Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $75,000 |
KPMG LLP1 year Service code 11 · EIN 13-5565207 | Actuarial | $27,000 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $19,301 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $46,757-100.0% | $1,867,444-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.3%-11.3pp | 11.3%-11.3pp |
| Annual return | 10.82% | 19.05%-8.2pp | 9.84%+1.0pp | 10.41%+0.4pp |
| Employer contribution / active EE | $72,221 | $19,967+261.7% | $50,102+44.1% | $14,691+391.6% |
| Participant deferral / active EE | $0 | $0 | $612-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $18,647-100.0% | $2,646-100.0% |