| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1+ years Service code 15 · EIN 52-1883918 | Recordkeeping | $244,117 |
WILLIS TOWERS WATSON US LLC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $124,164 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTING CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $82,722 |
THE BANK OF NEW YORK MELLON1+ years Service code 18 · EIN 13-5160382 | Float revenue; Other fees; Trustee (b... | $72,072 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565696 | Accounting | $53,043 |
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.
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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 0.57% | 11.84%-11.3pp | 8.95%-8.4pp | 13.24%-12.7pp |
| Employer contribution / active EE | $0 | $12,426-100.0% | $46,559-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |