Filed February 25, 2021 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-3051915 | Actuarial | $124,886 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $42,471 |
THE CARLYLE GROUP1+ years Filed as: WOMBLE CARLYLE SANDRIDGE & RICE LLP Service code 29 · EIN 56-0308470 | Legal | $18,646 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $15,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | 2.51% | 0.06%+2.4pp | -0.81%+3.3pp | -0.60%+3.1pp |
| Employer contribution / active EE | $0 | $14,206-100.0% | $38,425-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |