Filed April 2, 2024
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING8+ years Service code 11 · EIN 22-2232264 | Actuarial | $311,629 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 28 · EIN 36-3109431 | Investment Management | $227,375 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $55,403 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 50 1717 ARCH STREET 15TH FLOOR · PHILADELPHIA, PA 19103 | Direct Payment | $37,344 |
Filed as: LGIM AMERICA INC. Service code 28 3275 BENNETT CREEK AVENUE · FREDERICK, MD 21704 | Investment Management | $17,355 |
Service code 49 · EIN 16-1530224 | Other Services | $12,889 |
WALTERS & ASSOCIATES CPAS4 years Service code 10 · EIN 59-3618759 | Accounting | $9,400 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 50 · EIN 33-0629048 | Direct Payment | $5,863 |
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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.
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 | $13,363-100.0% | $101,802-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.2%-2.2pp |
| Annual return | -7.32% | 8.26%-15.6pp | 9.51%-16.8pp | 9.11%-16.4pp |
| Employer contribution / active EE | $0 | $17,413-100.0% | $23,377-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $769-100.0% | $125-100.0% |