Filed January 20, 2015
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Filed as: AON HEWITT Service code 11 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Actuarial | $935,612 |
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $677,062 |
ERNST & YOUNG LLP4+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $42,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $463,922-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 0.0%0pp |
| Annual return | -6.47% | 33.37%-39.8pp | 60.62%-67.1pp | 33.37%-39.8pp |
| Employer contribution / active EE | $0 | $11,253-100.0% | $61,657-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $288-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $23-100.0% | $99,113-100.0% |