Filed September 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $433,599 |
THE BANK OF NEW YORK MELLON8 years Service code 18 · EIN 13-5160382 | Shareholder servicing fees; Custodial... | $60,482 |
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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 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | -2.40% | 9.45%-11.9pp | 5.04%-7.4pp | 7.65%-10.1pp |
| Employer contribution / active EE | $0 | $14,895-100.0% | $26,454-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |