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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Service code 16 · EIN 22-2232264 | Consulting | $459,787 |
HEWITT ASSOCIATES LLC3 years Filed as: HEWITT ENNISKNUPP, INC. Service code 28 · EIN 26-1215313 | Investment Management | $343,464 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $84,784 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JPMORGAN INVESTMENT ADVISORS Service code 28 · EIN 13-3795042 | Investment Management | $60,633 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWER WATSON US LLC Service code 16 · EIN 53-0181291 | Consulting | $55,729 |
GRANT THORNTON LLP8+ years Service code 10 · EIN 36-6055558 | Accounting | $25,781 |
Filed as: MICHAEL BEST & FRIEDRICH Service code 49 · EIN 39-0934985 | Other Services | $12,787 |
DELOITTE & TOUCHE LLP7 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $6,899 |
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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.
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% | $75,030-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | -22.04% | 62.64%-84.7pp | -2.63%-19.4pp | 2.77%-24.8pp |
| Employer contribution / active EE | $0 | $9,627-100.0% | $29,813-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $257-100.0% | $8-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $838-100.0% | $1,015-100.0% |