Filed January 20, 2015
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Actuarial | $2,222,337 |
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP Service code 21 · EIN 23-1945930 | Bank Trustee | $524,734 |
ERNST & YOUNG LLP2+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $40,000 |
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 | $381,942,733-100.0% | $295,226-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.7%-14.7pp | 0.0%0pp |
| Annual return | 8.47% | 9.19%-0.7pp | 4.64%+3.8pp | 9.19%-0.7pp |
| Employer contribution / active EE | $0 | $12,608-100.0% | $35,349-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $461-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $343,074-100.0% | $2,655,710-100.0% |