Filed November 13, 2020
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $527,518 |
US BANK4 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $17,427 |
CALLAN ASSOCIATES1 year Filed as: CALLAN HOLDINGS INC. Service code 27 · EIN 82-2748926 | Advisory (Plan) | $11,731 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $111,284-100.0% | $369,410-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 29.4%-29.4pp | 8.4%-8.4pp |
| Annual return | -4.34% | 9.11%-13.5pp | 8.29%-12.6pp | 18.35%-22.7pp |
| Employer contribution / active EE | $94,471 | $12,190+675.0% | $40,774+131.7% | $14,669+544.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $26-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $997-100.0% | $4,495-100.0% | $9,141-100.0% |