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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES Service code 15 · EIN 36-2235791 | Recordkeeping | $13,330 |
NORTHERN TRUST COMPANY2 years Service code 19 · EIN 36-1561860 | Securities Custodian | $7,091 |
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 | $84,081 | $67,411+24.7% | $91,004-7.6% | $70,126+19.9% |
| Participation rate | 80.5% | 71.4%+9.1pp | 75.6%+4.9pp | 69.5%+10.9pp |
| Annual return | 13.70% | -40.16%+53.9pp | 4.60%+9.1pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,372 | $1,786-23.2% | $2,456-44.1% | $2,343-41.4% |
| Participant deferral / active EE | $5,204 | $2,823+84.4% | $3,548+46.7% | $3,332+56.2% |
| Admin fee / account holder | $48 | $4,236-98.9% | $5,417-99.1% | $4,645-99.0% |