Filed December 28, 2016
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $76,421 |
STEPHEN C. HIMEL CPA LLC1 year Service code 10 · EIN 20-8410792 | Accounting | $12,750 |
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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 | $317,036-100.0% | - | $317,036-100.0% |
| Participation rate | 0.0% | 13.0%-13.0pp | 0.0%0pp | 13.0%-13.0pp |
| Annual return | 17.29% | 13.59%+3.7pp | 9.69%+7.6pp | 13.59%+3.7pp |
| Employer contribution / active EE | $0 | $14,592-100.0% | $42,379-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $0 | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | - | $29,657-100.0% |