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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $553,767 |
WILMINGTON TRUST1 year Service code 26 · EIN 51-0055023 | Advisory (Participants) | $71,675 |
FID INV INST OPS CO1 year Filed as: FID INST ASSET MGMT CO. Service code 28 · EIN 20-4659714 | Investment Management | $39,958 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $39,669 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $17,260 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 10.95% | 3.90%+7.1pp | 8.61%+2.3pp | 8.76%+2.2pp |
| Employer contribution / active EE | $0 | $12,005-100.0% | $33,046-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |