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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7 years Service code 11 · EIN 22-2232264 | Actuarial | $517,204 |
HEWITT ASSOCIATES LLC4 years Filed as: HEWITT ENNISKNUPP, INC. Service code 28 · EIN 26-1215313 | Investment Management | $233,997 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $91,713 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWER WATSON US LLC Service code 11 · EIN 53-0181291 | Actuarial | $54,000 |
MICHAEL BEST & FRIEDRICH LLP2 years Filed as: MICHAEL BEST & FRIEDRICH Service code 29 · EIN 39-0934985 | Legal | $51,554 |
GRANT THORNTON LLP9+ years Service code 10 · EIN 36-6055558 | Accounting | $24,150 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $101,802-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.3%-2.3pp |
| Annual return | 5.74% | 8.08%-2.3pp | 9.51%-3.8pp | 37.74%-32.0pp |
| Employer contribution / active EE | $0 | $9,541-100.0% | $23,377-100.0% | $15,788-100.0% |
| Participant deferral / active EE | $0 | $616-100.0% | $14-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $769-100.0% | $9,287-100.0% |