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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $240,428 |
Filed as: FIDELITY INST'L ASSET MANAGEMENT Service code 28 · EIN 20-4659714 | Investment Management | $104,166 |
ERNST & YOUNG LLP4 years Service code 10 · EIN 34-6565596 | Accounting | $7,279 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 16.67% | 15.61%+1.1pp | 20.73%-4.1pp | 53.27%-36.6pp |
| Employer contribution / active EE | $0 | $10,773-100.0% | $36,503-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |