| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Filed as: AON HEWITT Service code 11 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Actuarial | $309,771 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR CONSULTING LLC Service code 13 · EIN 81-2983623 | Contract Administrator | $121,253 |
ALVAREZ & MARSAL TAXAND, LLC3 years Filed as: ALVAREZ & MARSAL HOLDINGS, LLC Service code 16 · EIN 56-2409465 | Consulting | $37,991 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET TRUST CO Service code 25 | Directed Trustee | $33,690 |
ANTON COLLINS MITCHELL LLP2 years Filed as: ACM LLP Service code 10 · EIN 01-0724563 | Accounting | $27,874 |
CURCIO WEBB1 year Filed as: CURCIO WEBB, LLC Service code 16 · EIN 36-4171366 | Consulting | $14,817 |
MERCER4 years Filed as: PAVILION ADVISORY GROUP Service code 27 227 W MONROE ST, STE 2020 · CHICAGO, IL 60606 | Advisory (Plan) | $13,170 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | AON HEWITT | ACTUARY DUPLICATE INVOICE PAYMENT BY ADMINISTRATOR | — | $18K |
| Part 3 Non-exempt transaction | ACM LLP | AUDITOR DUPLICATE INVOICE PAYMENT BY ADMINISTRATOR | — | $13K |
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 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 | $3,370,408-100.0% | $671,907-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 15.0%-15.0pp | 1.2%-1.2pp |
| Annual return | 142.65% | 53.27%+89.4pp | 10.76%+131.9pp | 53.27%+89.4pp |
| Employer contribution / active EE | $0 | $14,774-100.0% | $68,795-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $229-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $6,717-100.0% | $13,289-100.0% |