Filed April 18, 2023 (most recent of 9 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $311,721 |
AON CONSULTING1 year Filed as: AON HEWITT INVSTMNT CONSULTING INC Service code 11 AON CENTER 200 EAST RANDOLPH STREET · CHICAGO, IL 60601 | Actuarial | $240,461 |
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.
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 | $225,449-100.0% | $219,466-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.3%-50.3pp | 44.6%-44.6pp | 45.6%-45.6pp |
| Annual return | 2.44% | 4.17%-1.7pp | 5.00%-2.6pp | 4.16%-1.7pp |
| Employer contribution / active EE | $1,040,037 | $39,228+2551.2% | $35,918+2795.5% | $42,918+2323.3% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |