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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Service code 11 · EIN 22-2232264 | Actuarial | $79,179 |
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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 | $46,757-100.0% | $1,867,444-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.3%-11.3pp | 11.3%-11.3pp |
| Annual return | -3.22% | 19.05%-22.3pp | 9.84%-13.1pp | 10.41%-13.6pp |
| Employer contribution / active EE | $5,666 | $19,967-71.6% | $50,102-88.7% | $14,691-61.4% |
| Participant deferral / active EE | $0 | $0 | $612-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $18,647-100.0% | $2,646-100.0% |