Filed December 28, 2016
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $64,841 |
BOURGEOIS BENNETT LLC1 year Filed as: BOURGEOIS BENNETT, LLC Service code 10 · EIN 72-0136870 | Accounting | $14,250 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $14,082 |
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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 | $282,865-100.0% | - | $282,865-100.0% |
| Participation rate | 0.0% | 12.4%-12.4pp | 0.0%0pp | 12.4%-12.4pp |
| Annual return | 11.55% | 9.89%+1.7pp | 8.37%+3.2pp | 9.89%+1.7pp |
| Employer contribution / active EE | $0 | $14,313-100.0% | $29,626-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $71-100.0% | $0 | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | - | $9,084-100.0% |