| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT Service code 28 · EIN 36-3109431 | Investment Management | $1,600,802 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $446,236 |
Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $324,554 |
Filed as: MCCONNELL & JONES Service code 10 · EIN 76-0488832 | Accounting | $48,171 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $9,655,338-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 7.4%-7.4pp | 5.3%-5.3pp |
| Annual return | 11.47% | 1057.21%-1045.7pp | 11.12%+0.3pp | 1057.21%-1045.7pp |
| Employer contribution / active EE | $6,805 | $14,374-52.7% | $22,651-70.0% | $14,374-52.7% |
| Participant deferral / active EE | $0 | $351-100.0% | $198-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $57,986-100.0% | $81,210-100.0% |