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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING10+ years Filed as: AON HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $288,286 |
Service code 28 · EIN 22-3367558 | Investment Management | $158,173 |
EARNEST PARTNERS, LLC7 years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386699 | Investment Management | $132,781 |
DIAMOND HILL9 years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $85,865 |
BAIRD FUNDS10+ years Filed as: ROBERT W. BAIRD Service code 17 · EIN 39-6037917 | Pension Consulting | $79,182 |
Filed as: PRINCIPAL BANK Service code 21 · EIN 42-1466678 | Bank Trustee | $60,621 |
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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 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.5%-13.5pp | 0.0%0pp |
| Annual return | 10.02% | 7.09%+2.9pp | 64.50%-54.5pp | 10.77%-0.7pp |
| Employer contribution / active EE | $0 | $8,768-100.0% | $23,990-100.0% | $15,292-100.0% |
| Participant deferral / active EE | $0 | $780-100.0% | $287-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |