Filed January 20, 2015
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $662,300 |
THE VANGUARD GROUP, INC.8+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $543,819 |
ERNST & YOUNG LLP8+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $31,000 |
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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $732,694-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | -24.97% | 2.77%-27.7pp | -15.18%-9.8pp | 2.77%-27.7pp |
| Employer contribution / active EE | $0 | $15,262-100.0% | $53,321-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $691-100.0% | $0 | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $0 | $1,015-100.0% |