Filed June 9, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7+ years Filed as: AON HEWITT Service code 11 · EIN 27-2436452 | Actuarial | $1,066,096 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $8,165 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -22.85% | -2.41%-20.4pp | -38.86%+16.0pp | 23.41%-46.3pp |
| Employer contribution / active EE | $6,394 | $7,691-16.9% | $37,756-83.1% | $12,650-49.4% |
| Participant deferral / active EE | $228 | $969-76.5% | $16+1354.6% | $1,474-84.5% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |