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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $257,248 |
Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $213,741 |
AON CONSULTING3 years Filed as: AON INVESTMENTS, INC. Service code 28 · EIN 36-3109431 | Investment Management | $201,525 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $104,709 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $56,316 |
AETNA LIFE INSURANCE COMPANY9+ years Service code 23 · EIN 06-6033492 | Insurance services; Direct payment fr... | $29,305 |
Filed as: PRUDENTIAL BANK & TRUST COMPANY Service code 23 · EIN 58-0513395 | Direct payment from the plan; Insuran... | $21,022 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $20,610 |
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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 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 7.97% | 8.82%-0.8pp | 7.69%+0.3pp | 9.89%-1.9pp |
| Employer contribution / active EE | $0 | $12,837-100.0% | $28,501-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |