Filed December 28, 2016
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $40,279 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $16,839 |
STEPHEN C. HIMEL CPA LLC2 years 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | - | $198,586-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 0.0%0pp | 13.5%-13.5pp |
| Annual return | 10.04% | 9.29%+0.8pp | 6.53%+3.5pp | 9.29%+0.8pp |
| Employer contribution / active EE | $0 | $15,168-100.0% | $36,884-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $0 | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | - | $2,037-100.0% |