| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $551,463 |
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 | $0 | $943,036-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | -0.11% | 8.76%-8.9pp | 5.62%-5.7pp | 8.76%-8.9pp |
| Employer contribution / active EE | $0 | $16,664-100.0% | $37,825-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $948-100.0% | $0 | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |