| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7+ years Service code 11 · EIN 22-2232264 | Actuarial | $551,462 |
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.
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 | -0.98% | 9.30%-10.3pp | 5.62%-6.6pp | 9.30%-10.3pp |
| Employer contribution / active EE | $8,020 | $12,551-36.1% | $37,825-78.8% | $12,551-36.1% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $0 | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |