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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING10+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $177,632 |
DODGE & COX10+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $27,533 |
CALLAN ASSOCIATES10+ years Filed as: CALLAN ASSOCIATE, INC. Service code 28 · EIN 94-2192581 | Investment Management | $25,583 |
Service code 28 · EIN 46-1294859 | Investment Management | $20,370 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST CO Service code 21 1 LINCOLN ST · BOSTON, MA 021112901 | Bank Trustee | $18,928 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 5.02% | 8.17%-3.2pp | 9.17%-4.2pp | 7.65%-2.6pp |
| Employer contribution / active EE | $0 | $16,702-100.0% | $40,523-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |