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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $572,674 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $431,773 |
LEGAL & GENERAL INVESTMENT4+ years Filed as: LEGAL AND GENERAL COLLECTIVE Service code 28 · EIN 35-7085469 | Investment Management | $204,245 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $160,557 |
THE BANK OF NEW YORK MELLON3 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $77,988 |
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Annual investment return 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 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 1.13% | 9.71%-8.6pp | 32.33%-31.2pp | 9.11%-8.0pp |
| Employer contribution / active EE | $0 | $7,317-100.0% | $33,964-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |