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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Service code 11 · EIN 22-2232264 | Actuarial | $578,110 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 27-2436452 | Advisory (Plan) | $251,608 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Bank Trustee | $150,864 |
RSM US LLP2+ years Service code 10 1 S WACKER DR SUITE 800 · CHICAGO, IL 60606 | Accounting | $39,375 |
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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 | $49,677-100.0% | $176,816-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 39.2%-39.2pp | 3.6%-3.6pp |
| Annual return | 5.82% | 11.88%-6.1pp | 2.89%+2.9pp | 11.88%-6.1pp |
| Employer contribution / active EE | $0 | $14,612-100.0% | $39,831-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $99-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $478-100.0% | $637-100.0% |