| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Actuarial | $581,012 |
ALIGHT SOLUTIONS LLC1 year Service code 28 · EIN 82-1061233 | Investment Management | $535,929 |
CALLAN ASSOCIATES3+ years Filed as: CALLAN ASSOCIATES INC. Service code 17 · EIN 94-2192581 120 N LASALLE STREET 2400 · CHICAGO, IL 60602 | Pension Consulting | $100,500 |
AON CONSULTING1 year Service code 28 · EIN 22-2232264 | Investment Management | $76,582 |
COLEMAN & WILLIAMS, LTD.1 year Service code 10 · EIN 39-1658905 | Accounting | $7,760 |
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 | $186,737-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.3%-31.3pp | 0.0%0pp |
| Annual return | 15.46% | 17.84%-2.4pp | 7.90%+7.6pp | 17.84%-2.4pp |
| Employer contribution / active EE | $0 | $14,688-100.0% | $41,695-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $47-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $811-100.0% | - |