Filed April 28, 2016 (most recent of 3 filings on file)
Total covered: 18 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $584,510 |
AON CONSULTING1 year Filed as: AON INVESTMENT USA INC. Service code 28 · EIN 36-3109431 | Investment Management | $331,809 |
Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $218,155 |
WELLS FARGO BANK, N.A.6+ years Service code 25 · EIN 94-1347393 | Directed Trustee | $104,213 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $14,800 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 10.09% | 24.77%-14.7pp | -2.84%+12.9pp | 12.86%-2.8pp |
| Employer contribution / active EE | $4,187 | $13,270-68.5% | $33,329-87.4% | $13,687-69.4% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |