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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $538,234 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $66,935 |
AETNA LIFE INSURANCE COMPANY2+ years Service code 23 · EIN 06-6033492 | Insurance services; Direct payment fr... | $42,150 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $18,043 |
MCDERMOTT WILL & EMERY LLP2+ years Service code 17 · EIN 36-1453176 | Pension Consulting | $16,042 |
JACKSON LEWIS P.C.1 year Service code 29 · EIN 46-3862389 | Legal | $5,420 |
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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 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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 12.38% | 17.94%-5.6pp | 5.44%+6.9pp | 7.18%+5.2pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $25,481-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |