Filed October 4, 2022 (most recent of 5 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING INC Service code 11 · EIN 36-3642411 | Actuarial | $430,916 |
Filed as: BARROW, HANLEY, MEWHINNEY STRAUSS Service code 21 · EIN 75-2403190 | Bank Trustee | $229,034 |
HEWITT ASSOCIATES LLC8+ years Filed as: HEWITT ASSOCIATES Service code 17 · EIN 36-2235791 | Pension Consulting | $135,840 |
US BANK8+ years Service code 26 · EIN 31-0841368 | Advisory (Participants) | $90,621 |
COHN REZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $29,070 |
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $92,238 | $92,2380% | $163,428-43.6% | $3,299,877-97.2% |
| Participation rate | 100.0% | 20.0%+80.0pp | 15.9%+84.1pp | 2.3%+97.7pp |
| Annual return | -3.64% | 7.85%-11.5pp | 9.36%-13.0pp | 37.74%-41.4pp |
| Employer contribution / active EE | $0 | $16,947-100.0% | $31,270-100.0% | $15,788-100.0% |
| Participant deferral / active EE | $0 | $3,293-100.0% | $263-100.0% | $732-100.0% |
| Admin fee / account holder | $1,044 | $1,0440% | $9,460-89.0% | $9,287-88.8% |