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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $765,849 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $713,481 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $208,894 |
STOUT, CAUSEY & HORNING, P.A.1+ years Service code 10 · EIN 52-1743645 | Accounting | $63,380 |
Service code 28 · EIN 20-0292745 | Investment Management | $57,083 |
AETNA LIFE INSURANCE COMPANY1+ years Service code 22 · EIN 06-6033492 | Insurance Broker | $20,050 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 04-1867445 | Investment Management | $19,208 |
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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 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 | $14,096,330-100.0% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -2.67% | 0.61%-3.3pp | -2.90%+0.2pp | 1.67%-4.3pp |
| Employer contribution / active EE | $0 | $9,133-100.0% | $27,990-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |