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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Service code 16 · EIN 22-2232264 | Consulting | $499,523 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ENNISKNUPP, INC. Service code 28 · EIN 26-1215313 | Investment Management | $356,310 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN INVESTMENT ADVISORS Service code 28 · EIN 13-3795042 | Investment Management | $162,703 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWER WATSON US LLC Service code 16 · EIN 53-0181291 | Consulting | $100,078 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $85,506 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $48,560 |
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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 | $8,161,284-100.0% | $2,066,441-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.6%-0.6pp |
| Annual return | 13.73% | 11.11%+2.6pp | 10.57%+3.2pp | 11.45%+2.3pp |
| Employer contribution / active EE | $0 | $4,670-100.0% | $18,335-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $103-100.0% | $5-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $34,116-100.0% | $8,713-100.0% | $15,480-100.0% |