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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Filed as: AON HEWITT Service code 11 · EIN 54-0507711 | Actuarial | $260,666 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $128,510 |
WILMINGTON TRUST1 year Filed as: MANUFACTURERS AND TRADERS TRUST COM Service code 26 · EIN 16-0538020 | Advisory (Participants) | $82,146 |
RUSSELL TRUST COMPANY5+ years Service code 28 · EIN 91-1116938 | Investment Management | $60,583 |
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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 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 | $2,822,362-100.0% | $319,634-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.6%-0.6pp |
| Annual return | 3.76% | 8.57%-4.8pp | 175.18%-171.4pp | 11.45%-7.7pp |
| Employer contribution / active EE | $0 | $13,016-100.0% | $38,590-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,298-100.0% | $15,480-100.0% |