Filed January 20, 2015
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $995,721 |
THE VANGUARD GROUP, INC.5+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $639,486 |
ERNST & YOUNG LLP5+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $31,500 |
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 | $341,093,897-100.0% | $671,907-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.0%-15.0pp | 0.0%0pp |
| Annual return | 22.99% | 21.83%+1.2pp | 10.76%+12.2pp | 21.83%+1.2pp |
| Employer contribution / active EE | $0 | $12,237-100.0% | $68,795-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $987-100.0% | $229-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $6,717-100.0% | $1,551,325-100.0% |