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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Service code 11 45 HUTCHINSON AVE. · COLUMBUS, OH 43235 | Actuarial | $116,442 |
STATE STREET GLOBAL ADVISORS5+ years Service code 27 · EIN 04-0025081 | Advisory (Plan) | $104,616 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $21,630 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $8,400 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $377,855-100.0% | $375,279-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 38.5%-38.5pp | 36.7%-36.7pp | 37.6%-37.6pp |
| Annual return | 1.96% | 9.94%-8.0pp | 9.78%-7.8pp | 9.30%-7.3pp |
| Employer contribution / active EE | $0 | $49,417-100.0% | $46,882-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,392-100.0% | $5,665-100.0% | $12,596-100.0% |