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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING8+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $73,550 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 28 · EIN 98-1090818 | Investment Management | $50,000 |
WINDHAM BRANNON8+ years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 | Accounting | $16,666 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 711 HIGH ST. · DES MOINES, IA 50392 | Bank Trustee | $10,062 |
US TREASURY1 year Filed as: L&G TREASURY 15+ STRIPS CIT FUND Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IA 60606 | Investment Management | $7,765 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO BANK NA Service code 21 P. O. BOX 6995 · PORTLAND, OR 972286995 | Bank Trustee | $3,815 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | $344,859-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.5%-23.5pp | 9.9%-9.9pp |
| Annual return | -25.05% | -8.20%-16.9pp | -8.04%-17.0pp | -5.25%-19.8pp |
| Employer contribution / active EE | $0 | $6,164-100.0% | $29,691-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $388-100.0% | $3,859-100.0% |