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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7+ years Service code 11 · EIN 22-2232264 | Actuarial | $733,258 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA, INC. Service code 28 200 EAST RANDOLPH STREET · CHICAGO, IL 60601 | Investment Management | $566,589 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $111,094 |
Filed as: STOUT, CAUSEY & HORNING,P.A Service code 10 · EIN 52-1743645 | Accounting | $54,652 |
AETNA LIFE INSURANCE COMPANY7+ years Service code 22 · EIN 06-6033492 | Insurance Broker | $21,125 |
Service code 22 · EIN 01-0233346 | Insurance Broker | $19,898 |
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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 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | 3.85% | 11.91%-8.1pp | 36.37%-32.5pp | 13.24%-9.4pp |
| Employer contribution / active EE | $0 | $16,637-100.0% | $37,223-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |