Filed August 11, 2023
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 28 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Investment Management | $304,099 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 83-0181291 | Actuarial | $108,674 |
GRANT THORNTON LLP7+ years Service code 10 · EIN 36-6055558 | Accounting | $32,725 |
US BANK2 years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 41-0255900 | Bank Trustee | $18,187 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $377,855-100.0% | $375,279-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 38.5%-38.5pp | 36.7%-36.7pp | 37.6%-37.6pp |
| Annual return | -2.37% | 9.93%-12.3pp | 9.78%-12.1pp | 9.30%-11.7pp |
| Employer contribution / active EE | $259,091 | $49,425+424.2% | $46,889+452.6% | $43,750+492.2% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,392-100.0% | $5,665-100.0% | $12,596-100.0% |