Filed February 7, 2019 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 16 · EIN 22-2232264 | Consulting | $518,936 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $449,018 |
Filed as: JP MORGAN INVESTMENT MANAGMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $60,695 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $60,150 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $50,505 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $7,512 |
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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -21.52% | -17.19%-4.3pp | 179.55%-201.1pp | 2.78%-24.3pp |
| Employer contribution / active EE | $0 | $23,110-100.0% | $24,917-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $550-100.0% | $463-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |