| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Actuarial | $1,814,686 |
CALLAN ASSOCIATES2+ years Filed as: CALLAN ASSOCIATES INC. Service code 17 · EIN 94-2192581 120 N LASALLE STREET 2400 · CHICAGO, IL 60602 | Pension Consulting | $110,000 |
FOLEY & LARDNER LLP1 year Filed as: FOLEY & LARDNER Service code 70 | Consulting Fees | $5,242 |
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 | $381,942,733-100.0% | $176,816-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.2%-39.2pp | 0.0%0pp |
| Annual return | 8.26% | 9.19%-0.9pp | 2.89%+5.4pp | 9.19%-0.9pp |
| Employer contribution / active EE | $0 | $12,608-100.0% | $39,831-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $99-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $478-100.0% | $2,655,710-100.0% |