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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $95,805 |
UBS FINANCIAL SERVICES INC3 years Service code 27 1200 HARBOR BLVD · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $42,030 |
BDO USA, LLP2 years Filed as: BDO USA P.C. Service code 10 · EIN 13-5881590 | Accounting | $40,230 |
USI CONSULTING GROUP3 years Service code 14 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Plan Administrator | $8,500 |
COMERICA BANK2 years Filed as: COMERICA BANK & TRUST NA Service code 21 PO BOX 75000 · DETROIT, MI 48275 | Bank Trustee | $7,125 |
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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.
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 | $458,700-100.0% | $458,700-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 46.5%-46.5pp | 39.9%-39.9pp | 43.7%-43.7pp |
| Annual return | 1.12% | 8.44%-7.3pp | 8.61%-7.5pp | 13.05%-11.9pp |
| Employer contribution / active EE | $0 | $36,715-100.0% | $33,046-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $31,365-100.0% |