Filed July 27, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 17 · EIN 22-2232264 | Pension Consulting | $1,055,386 |
SILVERSTONE GROUP6+ years Filed as: SILVERSTONE GROUP, INC Service code 11 · EIN 47-0813106 | Actuarial | $109,742 |
KUTAK ROCK LLP1 year Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $25,122 |
PRAIRIE CAPITAL ADVISORS2 years Filed as: PRAIRIE CAP ADVISORS Service code 28 ONE LINCOLN CENTRE · OAKBROOK TERRACE, IL 60181 | Investment Management | $10,779 |
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Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 19.3%-19.3pp | 0.6%-0.6pp |
| Annual return | 9.78% | 9.58%+0.2pp | 9.52%+0.3pp | 11.45%-1.7pp |
| Employer contribution / active EE | $0 | $21,155-100.0% | $41,951-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |