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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7 years Service code 11 · EIN 22-2232264 | Actuarial | $721,181 |
US BANK5 years Service code 21 1555 N. RIVERCENTER DR. · MILWAUKEE, WI 53212 | Bank Trustee | $33,949 |
FOLEY & LARDNER LLP6 years Filed as: FOLEY & LARDNER Service code 29 · EIN 39-0473800 | Legal | $6,438 |
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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 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 9.51% | 10.30%-0.8pp | 7.69%+1.8pp | 9.11%+0.4pp |
| Employer contribution / active EE | $0 | $9,006-100.0% | $28,501-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |