Filed January 20, 2015
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $753,009 |
THE VANGUARD GROUP, INC.9+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $564,726 |
ERNST & YOUNG LLP9+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $31,930 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $848,047-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 12.07% | 37.77%-25.7pp | 5.63%+6.4pp | 37.77%-25.7pp |
| Employer contribution / active EE | $0 | $15,798-100.0% | $36,086-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $0 | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $0 | $9,287-100.0% |