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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING9+ years Service code 11 · EIN 22-2232264 | Actuarial | $716,979 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA, INC. Service code 28 200 EAST RANDOLPH STREET · CHICAGO, IL 60601 | Investment Management | $278,446 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $98,457 |
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $81,712 |
Filed as: STOUT, CAUSEY & HORNING,P.A Service code 10 · EIN 52-1743645 | Accounting | $51,923 |
AETNA LIFE INSURANCE COMPANY9+ years Service code 22 · EIN 06-6033492 | Insurance Broker | $19,415 |
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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 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 8.84% | 20.09%-11.2pp | 15.31%-6.5pp | 37.77%-28.9pp |
| Employer contribution / active EE | $0 | $15,382-100.0% | $28,686-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |