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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7+ years Service code 11 · EIN 22-2232264 | Actuarial | $77,657 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $861,422-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 8.4%-8.4pp | 14.3%-14.3pp | 8.4%-8.4pp |
| Annual return | -1.78% | 18.35%-20.1pp | 6.57%-8.3pp | 18.35%-20.1pp |
| Employer contribution / active EE | $11,109 | $14,669-24.3% | $34,489-67.8% | $14,669-24.3% |
| Participant deferral / active EE | $0 | $70-100.0% | $0 | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $0 | $9,141-100.0% |