Filed November 9, 2023
Total covered: 18 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $398,956 |
Filed as: PRUDENTIAL RET. INS. & ANNUITY CO. Service code 13 · EIN 06-1050034 | Contract Administrator | $11,751 |
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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 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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 3.09% | 15.82%-12.7pp | 16.78%-13.7pp | 17.84%-14.7pp |
| Employer contribution / active EE | $21,379 | $19,885+7.5% | $26,328-18.8% | $14,688+45.6% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |