| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 27-2436452 | Pension Consulting | $468,282 |
MERCER1 year Filed as: MERCER HR SERVICES Service code 17 · EIN 13-2834414 | Pension Consulting | $358,804 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $81,955 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 25 · EIN 36-3718331 | Directed Trustee | $70,822 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $57,917 |
AON CONSULTING2+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $46,932 |
NORTON ROSE FULBRIGHT2+ years Filed as: NORTON ROSE FULBRIGHT US LLP Service code 29 · EIN 74-1201087 | Legal | $41,020 |
Filed as: TOWERS WATSON DELAWARE, INC. Service code 17 · EIN 53-0181291 | Pension Consulting | $28,072 |
MITCHELL & TITUS, LLP1 year Service code 10 · EIN 13-2781641 | Accounting | $23,850 |
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES Service code 17 · EIN 36-2235791 | Pension Consulting | $12,793 |
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 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | 9.10% | 5.09%+4.0pp | 4.74%+4.4pp | 7.18%+1.9pp |
| Employer contribution / active EE | $0 | $33,192-100.0% | $46,220-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |