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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Filed as: AON INVESTMENT USA Service code 11 · EIN 36-3109431 | Actuarial | $545,951 |
THE BANK OF NEW YORK MELLON10+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $64,998 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL Service code 16 · EIN 41-1416330 | Consulting | $52,500 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,974-100.0% | $105,290-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 13.5%-13.5pp | 18.6%-18.6pp |
| Annual return | 0.90% | 9.14%-8.2pp | 64.50%-63.6pp | 9.77%-8.9pp |
| Employer contribution / active EE | $44,770 | $21,902+104.4% | $23,990+86.6% | $13,890+222.3% |
| Participant deferral / active EE | $0 | $0 | $287-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $1,488-100.0% | $4,431-100.0% | $2,893-100.0% |