Filed June 9, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 27-2436452 | Actuarial | $481,914 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $152,844 |
KPMG LLP1 year Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $26,495 |
Participant contribution per participant 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 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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 11.24% | 26.60%-15.4pp | 10.16%+1.1pp | 17.84%-6.6pp |
| Employer contribution / active EE | $3,510 | $7,232-51.5% | $33,192-89.4% | $14,688-76.1% |
| Participant deferral / active EE | $246 | $539-54.4% | $66+273.7% | $770-68.1% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |