Filed September 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 27-2436452 | Consulting | $425,301 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $223,603 |
THE BANK OF NEW YORK MELLON3 years Service code 18 · EIN 13-5160382 | Float revenue; Custodial (other than ... | $70,883 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $9,823 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 18.45% | 221.56%-203.1pp | 29.77%-11.3pp | 53.27%-34.8pp |
| Employer contribution / active EE | $0 | $12,096-100.0% | $33,607-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |