Filed December 29, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $333,147 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $292,496 |
STEVEN DOUGLAS FINANCIAL9+ years Service code 16 · EIN 20-5219496 | Consulting | $74,250 |
US BANK9+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $72,302 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $30,700 |
Filed as: FAEGRE DRINKER Service code 10 · EIN 41-0244008 | Accounting | $6,753 |
PENSION BENEFIT INFORMATION4 years Filed as: PENSION BENEFIT INFORMATION, LLC Service code 50 · EIN 82-2042737 | Direct Payment | $5,042 |
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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 | $33,520-100.0% | $148,078-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 2.1%-2.1pp |
| Annual return | 15.41% | 5.87%+9.5pp | 6.70%+8.7pp | 7.65%+7.8pp |
| Employer contribution / active EE | $0 | $10,827-100.0% | $25,217-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $250-100.0% | $47-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $7,182-100.0% | $193-100.0% |