Filed September 7, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON INVESTMENT CONSULTING, INC. Service code 11 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Actuarial | $107,746 |
FIRST STATE TRUST COMPANY3+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $15,466 |
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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 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | 3.63% | -1.32%+4.9pp | -0.67%+4.3pp | 10.56%-6.9pp |
| Employer contribution / active EE | $0 | $18,687-100.0% | $31,731-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |