| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 17 · EIN 36-3109431 | Pension Consulting | $931,189 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $54,605 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $18,467 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $765,066-100.0% | $765,066-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 3.4%-3.4pp | 3.7%-3.7pp |
| Annual return | 7.19% | 10.14%-3.0pp | 8.31%-1.1pp | 15.63%-8.4pp |
| Employer contribution / active EE | $0 | $16,339-100.0% | $21,002-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $401-100.0% | $224-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $724-100.0% | $724-100.0% | $429-100.0% |