| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 11 · EIN 36-3109431 | Actuarial | $549,349 |
MORNEAU SHEPELL2 years Filed as: LIFEWORKS (US) LTD. Service code 15 · EIN 52-1883918 | Recordkeeping | $394,077 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $77,888 |
WILLIS TOWERS WATSON US LLC4 years Service code 17 · EIN 53-0181291 | Pension Consulting | $21,897 |
MITCHELL & TITUS, LLP7 years Service code 10 · EIN 13-2781641 | Accounting | $21,200 |
Filed as: BARROW WEATHERHEAD LENT LLP Service code 29 PO BOX 368 · SWAMPSCOTT, MA 019073368 | Legal | $7,073 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $164,233-100.0% | $319,010-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | -19.57% | -13.41%-6.2pp | 10.22%-29.8pp | 2.78%-22.3pp |
| Employer contribution / active EE | $0 | $53,848-100.0% | $51,212-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $1,790-100.0% | $129-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $10,810-100.0% | $1,015-100.0% |