Filed June 9, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Filed as: AON HEWITT Service code 11 · EIN 27-2436452 | Actuarial | $1,146,120 |
KPMG LLP4 years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $9,900 |
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 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 11.25% | 12.77%-1.5pp | 90.61%-79.4pp | 12.86%-1.6pp |
| Employer contribution / active EE | $5,396 | $8,963-39.8% | $32,730-83.5% | $13,687-60.6% |
| Participant deferral / active EE | $209 | $448-53.3% | $40+429.0% | $833-74.8% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |