Filed January 20, 2015
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT Service code 11 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Actuarial | $1,002,648 |
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $682,001 |
ERNST & YOUNG LLP3+ 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 | $0 | $1,867,444-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.3%-11.3pp | 0.0%0pp |
| Annual return | 16.55% | 17.84%-1.3pp | 9.84%+6.7pp | 17.84%-1.3pp |
| Employer contribution / active EE | $0 | $14,688-100.0% | $50,102-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $612-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $18,647-100.0% | - |