| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON INVESTMENT USA INC Service code 16 · EIN 36-3109431 | Consulting | $181,561 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $22,462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $765,066-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 8.4%-8.4pp |
| Annual return | 6.36% | 9.54%-3.2pp | 8.31%-1.9pp | 18.35%-12.0pp |
| Employer contribution / active EE | $4,694 | $16,612-71.7% | $21,002-77.7% | $14,669-68.0% |
| Participant deferral / active EE | $0 | $348-100.0% | $224-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $724-100.0% | $9,141-100.0% |