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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING8 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $2,131,781 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 17 · EIN 36-3109431 | Pension Consulting | $172,634 |
Filed as: PRINCIPAL FINANCIAL GROUP, INC. Service code 21 · EIN 42-1520346 | Bank Trustee | $51,949 |
LOCKE LORD LLP1 year Service code 29 · EIN 74-1164324 | Legal | $32,610 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 9.47% | 8.51%+1.0pp | 10.53%-1.1pp | 8.76%+0.7pp |
| Employer contribution / active EE | $0 | $16,216-100.0% | $26,797-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |