| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $733,703 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $35,795 |
Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $8,741 |
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 | $9,556,684-100.0% | $2,703,652-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 7.7%-7.7pp | 2.4%-2.4pp |
| Annual return | 9.42% | 22.81%-13.4pp | 7.26%+2.2pp | 22.81%-13.4pp |
| Employer contribution / active EE | $0 | $18,290-100.0% | $34,949-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $603-100.0% | $86-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | - | $85,222-100.0% |