| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 15 · EIN 36-3109431 | Recordkeeping | $700,585 |
MERCER4 years Filed as: MERCER HR SERVICES Service code 14 · EIN 20-1932099 | Plan Administrator | $345,775 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 15 · EIN 22-2232264 | Recordkeeping | $183,919 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $103,760 |
MITCHELL & TITUS, LLP4 years Service code 10 · EIN 13-2781641 | Accounting | $26,288 |
Service code 29 · EIN 47-3430297 | Legal | $26,150 |
Service code 17 · EIN 53-0181291 | Pension Consulting | $16,959 |
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 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 23.89% | 17.70%+6.2pp | 13.48%+10.4pp | 53.27%-29.4pp |
| Employer contribution / active EE | $0 | $40,511-100.0% | $47,067-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |