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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON INVESTMENTS USA, INC. Service code 28 200 EAST RANDOLPH STREET · CHICAGO, IL 60601 | Investment Management | $605,457 |
AON CONSULTING6+ years Service code 11 · EIN 22-2232264 | Actuarial | $379,711 |
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $317,375 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $130,195 |
Service code 22 · EIN 01-0233346 | Insurance Broker | $22,245 |
AETNA LIFE INSURANCE COMPANY6+ years Service code 22 · EIN 06-6033492 | Insurance Broker | $22,103 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 12.16% | 16.36%-4.2pp | 793.01%-780.9pp | 11.45%+0.7pp |
| Employer contribution / active EE | $0 | $15,595-100.0% | $27,004-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |