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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Filed as: AON CONSULTING, LLC Service code 11 · EIN 22-2232264 | Actuarial | $1,312,113 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $240,980 |
Filed as: FIFTH THIRD BANK Service code 10 · EIN 31-1438846 | Accounting | $228,692 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC Service code 15 · EIN 36-3109431 | Recordkeeping | $214,551 |
NORTHERN TRUST COMPANY7 years Service code 21 · EIN 36-1561860 | Bank Trustee | $111,034 |
NEPC, LLC7 years Service code 17 · EIN 26-1429809 | Pension Consulting | $101,312 |
WELLINGTON TRUST COMPANY9+ years Service code 28 · EIN 04-2755549 | Investment Management | $90,210 |
ERNST & YOUNG LLP3 years Service code 10 · EIN 34-6565596 | Accounting | $60,000 |
WITHUMSMITH+BROWN, PC2 years Filed as: FROST BROWN TODD Service code 49 · EIN 61-0722001 | Other Services | $56,462 |
GARCIA HAMILTON & ASSOCIATES4 years Filed as: GARCIA HAMILTON & ASSOCIATES, L.P. Service code 28 · EIN 76-0589652 | Investment Management | $51,613 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 0.44% | 18.04%-17.6pp | 32.33%-31.9pp | 37.77%-37.3pp |
| Employer contribution / active EE | $0 | $10,357-100.0% | $33,964-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |