Filed October 14, 2014 (most recent of 3 filings on file)
Total covered: 152 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING8 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $43,393 |
SCHNEIDER DOWNS & CO., INC.10+ years Service code 10 · EIN 25-1408703 | Accounting | $19,109 |
ALIGHT SOLUTIONS LLC8 years Service code 64 · EIN 82-1061233 | Recordkeeping Fees | $12,350 |
MERCER1 year Filed as: MERCER INVESTMENTS Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $8,852 |
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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 | $55,554-100.0% | $310,574-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 19.8%-19.8pp | 57.3%-57.3pp | 11.0%-11.0pp |
| Annual return | -3.61% | 7.78%-11.4pp | 8.04%-11.7pp | 8.21%-11.8pp |
| Employer contribution / active EE | $0 | $18,545-100.0% | $42,693-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $918-100.0% | $8,889-100.0% | $1,652-100.0% |