| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Actuarial | $1,254,788 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES INC. Service code 17 · EIN 94-2192581 120 N LASALLE STREET 2400 · CHICAGO, IL 60602 | Pension Consulting | $120,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $0 | $219,249-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.0%-30.0pp | 0.0%0pp |
| Annual return | -0.78% | 3.11%-3.9pp | 1.50%-2.3pp | 3.11%-3.9pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $37,746-100.0% | $9,361-100.0% |
| Participant deferral / active EE | $0 | $375-100.0% | $87-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |