Filed July 19, 2022
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Filed as: AON CONSULTING INC. Service code 14 · EIN 22-2232264 | Plan Administrator | $399,811 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELEWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $84,051 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISOR LLC Service code 28 · EIN 36-4001764 | Investment Management | $76,500 |
THE BANK OF NEW YORK MELLON3 years Service code 25 · EIN 13-5160382 | Directed Trustee | $50,035 |
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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 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 12.85% | 10.30%+2.5pp | 7.69%+5.2pp | 9.11%+3.7pp |
| Employer contribution / active EE | $0 | $9,006-100.0% | $28,501-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |