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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6+ years Filed as: AON HEWITT Service code 11 · EIN 54-0507711 | Actuarial | $359,032 |
WILMINGTON TRUST2 years Filed as: MANUFACTURERS AND TRADERS TRUST COM Service code 26 · EIN 16-0538020 | Advisory (Participants) | $167,412 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $68,702 |
RUSSELL TRUST COMPANY6+ years Service code 28 · EIN 91-1116938 | Investment Management | $61,782 |
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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 | $1,472,696-100.0% | $369,410-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 0.7%-0.7pp |
| Annual return | 23.32% | 10.90%+12.4pp | 8.29%+15.0pp | 13.24%+10.1pp |
| Employer contribution / active EE | $0 | $14,619-100.0% | $40,774-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,495-100.0% | $4,137-100.0% |