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+ years Filed as: AON HEWITT CONSULTING Service code 11 · EIN 22-2232264 | Actuarial | $21,085 |
ELLWOOD ASSOCIATES1+ years Service code 10 · EIN 36-3121777 | Accounting | $13,646 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $7,778 |
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.
Plan reported a final filing / termination within the last year.
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 | $21,888-100.0% | $19,623-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 12.5%-12.5pp | 48.7%-48.7pp |
| Annual return | 1.54% | -3.35%+4.9pp | -0.97%+2.5pp | -2.16%+3.7pp |
| Employer contribution / active EE | $0 | $38,959-100.0% | $22,441-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $183-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $2,730-100.0% | $12,572-100.0% |