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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $537,478 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $380,116 |
AON CONSULTING5+ years Service code 11 · EIN 22-2232264 | Actuarial | $308,148 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $148,856 |
STOUT, CAUSEY & HORNING, P.A.5+ years Service code 10 · EIN 52-1743645 | Accounting | $52,394 |
AETNA LIFE INSURANCE COMPANY5+ years Service code 22 · EIN 06-6033492 | Insurance Broker | $19,374 |
Service code 22 · EIN 01-0233346 | Insurance Broker | $19,233 |
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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 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | 17.94% | 36.82%-18.9pp | 18.06%-0.1pp | 53.27%-35.3pp |
| Employer contribution / active EE | $0 | $13,338-100.0% | $30,411-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |