Filed August 11, 2023
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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP9+ years Service code 10 · EIN 36-6055558 | Accounting | $31,800 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 28 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Investment Management | $17,438 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $318,230-100.0% | $306,246-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 62.9%-62.9pp | 55.8%-55.8pp |
| Annual return | 3.42% | 37.68%-34.3pp | 35.16%-31.7pp | 24.44%-21.0pp |
| Employer contribution / active EE | $0 | $48,375-100.0% | $46,401-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,013-100.0% |