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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 11 · EIN 36-2235791 | Actuarial | $2,050,762 |
ERNST & YOUNG LLP2+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $95,000 |
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Form 5500 reported that benefits due were not provided when due.
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 | $57,821-100.0% | $374,107-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 5.5%-5.5pp |
| Annual return | 8.51% | 7.44%+1.1pp | 4.74%+3.8pp | 5.86%+2.7pp |
| Employer contribution / active EE | $0 | $12,240-100.0% | $36,089-100.0% | $10,137-100.0% |
| Participant deferral / active EE | $0 | $76-100.0% | $59-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $10,677-100.0% | $387-100.0% |