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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $462,514 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 98-1090818 | Advisory (Plan) | $150,000 |
PNC BANK, N.A.7 years Filed as: PNC BANK Service code 21 222 DELAWARE AVENUE · WILMINGTON, DE 19899 | Bank Trustee | $67,716 |
BAKER & HOSTETLER LLP1 year Service code 27 · EIN 34-0082025 | Advisory (Plan) | $28,420 |
PLANTE & MORAN, PLLC1 year Service code 27 · EIN 33-1498605 | Advisory (Plan) | $27,000 |
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 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | -1.50% | 7.03%-8.5pp | 9.82%-11.3pp | 7.65%-9.1pp |
| Employer contribution / active EE | $0 | $15,106-100.0% | $30,311-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |