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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 11 · EIN 36-3109431 | Actuarial | $260,309 |
Filed as: GREGORY J. SCHWARTZ & CO., INC. Service code 27 · EIN 38-2117812 | Advisory (Plan) | $55,021 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 49 2850 GOLF ROAD SUITE 1000 · ROLLING MEADOWS, IL 60008 | Other Services | $48,600 |
COMERICA BANK5+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $23,565 |
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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.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $337,865-100.0% | $346,182-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 56.9%-56.9pp | 52.1%-52.1pp | 47.3%-47.3pp |
| Annual return | 13.09% | 12.82%+0.3pp | 13.48%-0.4pp | 12.16%+0.9pp |
| Employer contribution / active EE | $0 | $49,622-100.0% | $47,067-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $14,867-100.0% | $14,572-100.0% | $17,640-100.0% |