Filed April 2, 2024
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 28 · EIN 36-3109431 | Investment Management | $290,041 |
AON CONSULTING9+ years Service code 11 · EIN 22-2232264 | Actuarial | $241,077 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Trustee... | $63,138 |
WALTERS & ASSOCIATES CPAS5 years Service code 10 · EIN 59-3618759 | Accounting | $10,000 |
Service code 49 · EIN 16-1530224 | Other Services | $5,580 |
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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 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 1.83% | 6.42%-4.6pp | 8.92%-7.1pp | 9.30%-7.5pp |
| Employer contribution / active EE | $0 | $10,547-100.0% | $24,457-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $14-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |