Filed December 29, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $393,573 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $233,499 |
US BANK8+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $72,299 |
STEVEN DOUGLAS FINANCIAL8+ years Service code 16 · EIN 20-5219496 | Consulting | $58,648 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 39-0859910 | Accounting | $40,500 |
Filed as: FAEGRE DRINKER Service code 10 · EIN 41-0244008 | Accounting | $6,968 |
SALO LLC1 year Filed as: SALO,LLC Service code 16 · EIN 81-0572797 | Consulting | $5,650 |
PENSION BENEFIT INFORMATION3 years Filed as: PENSION BENEFIT INFORMATION, LLC Service code 50 · EIN 82-2042737 | Direct Payment | $5,423 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 3.92% | 20.09%-16.2pp | 15.31%-11.4pp | 37.77%-33.8pp |
| Employer contribution / active EE | $0 | $15,382-100.0% | $28,686-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |