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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $326,498 |
GOLDMAN SACHS8+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $74,883 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities); Ot... | $50,861 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $50,000 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $27,156 |
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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 | $2,278,297-100.0% | $2,278,297-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 5.6%-5.6pp | 44.4%-44.4pp |
| Annual return | -18.80% | -14.95%-3.9pp | 111.29%-130.1pp | -14.65%-4.2pp |
| Employer contribution / active EE | $0 | $68,238-100.0% | $46,003-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $0 | $62-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $14,582-100.0% |