Filed October 17, 2019 (most recent of 5 filings on file)
Total covered: 105 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Service code 17 · EIN 22-2232264 | Pension Consulting | $137,776 |
AON CONSULTING1+ years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $83,061 |
BENNETT THRASHER LLP1+ years Service code 10 · EIN 58-1673613 | Accounting | $28,613 |
SEYFARTH SHAW LLP1+ years Service code 29 · EIN 36-2152202 | Legal | $24,004 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,884 |
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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 | $33,520-100.0% | $458,700-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 2.1%-2.1pp |
| Annual return | 8.76% | 6.45%+2.3pp | 8.61%+0.1pp | 7.65%+1.1pp |
| Employer contribution / active EE | $0 | $20,590-100.0% | $33,046-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $33,172-100.0% | $193-100.0% |