Filed May 23, 2018 (most recent of 3 filings on file)
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $161,641 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $25,000 |
US BANK9+ years Service code 21 PO BOX 790408 · ST. LOUIS, MO 631790408 | Bank Trustee | $14,875 |
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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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 10.23% | 8.04%+2.2pp | 9.17%+1.1pp | 8.76%+1.5pp |
| Employer contribution / active EE | $0 | $10,583-100.0% | $40,523-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |