Filed October 31, 2019
Total covered: 1,232 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $187,662 |
DEERE & COMPANY1+ years Service code 14 · EIN 36-2382580 | Plan Administrator | $179,719 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE Service code 10 · EIN 13-3891517 | Accounting | $53,550 |
DIRECT DATA CORPORATION1+ years Filed as: DATA DIRECT Service code 15 · EIN 36-4414692 | Recordkeeping | $22,013 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS & BOCKIUS Service code 17 77 W WACKER DR · CHICAGO, IL 60601 | Pension Consulting | $5,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $171,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 75.3%-75.3pp | 0.0%0pp |
| Annual return | 4.90% | 2.99%+1.9pp | 3.91%+1.0pp | 2.99%+1.9pp |
| Employer contribution / active EE | $0 | $0 | $8,679-100.0% | - |
| Participant deferral / active EE | $0 | $184-100.0% | $1,011-100.0% | $184-100.0% |
| Admin fee / account holder | $0 | $0 | $754-100.0% | - |