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 | $557,562 |
STEPHEN C. HIMEL CPA LLC1 year Service code 10 · EIN 20-8410792 | Accounting | $17,250 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 21 · EIN 72-0771257 | Bank Trustee | $12,278 |
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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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 15.95% | 53.27%-37.3pp | 9.69%+6.3pp | 53.27%-37.3pp |
| Employer contribution / active EE | $0 | $14,774-100.0% | $42,379-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $0 | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |