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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INST'L ASSET MANAGEMENT Service code 15 · EIN 20-4659714 | Recordkeeping | $165,914 |
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $92,751 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $48,609 |
ERNST & YOUNG LLP5 years Service code 10 · EIN 34-6565596 | Accounting | $7,281 |
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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 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 11.79% | 10.64%+1.1pp | 90.61%-78.8pp | 11.45%+0.3pp |
| Employer contribution / active EE | $0 | $11,339-100.0% | $32,730-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |