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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Service code 11 · EIN 22-2232264 | Actuarial | $581,176 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 27-2436452 | Advisory (Plan) | $277,422 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Bank Trustee | $154,092 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $40,950 |
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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 | $44,091-100.0% | $186,737-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 31.3%-31.3pp | 4.5%-4.5pp |
| Annual return | 12.81% | 13.95%-1.1pp | 7.90%+4.9pp | 13.95%-1.1pp |
| Employer contribution / active EE | $0 | $16,598-100.0% | $41,695-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $511-100.0% | $47-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $811-100.0% | $612-100.0% |