Filed September 18, 2019 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Filed as: AON HEWITT INVESTMENT CONSULT. Service code 28 · EIN 36-3109431 | Investment Management | $386,417 |
Service code 11 · EIN 53-0181291 | Actuarial | $283,621 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $29,275 |
THE BANK OF NEW YORK MELLON5 years Service code 13 · EIN 13-5160382 | Contract Administrator | $25,801 |
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 | $28,425,075-100.0% | $7,193,366-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.4%-2.4pp |
| Annual return | 10.67% | 11.98%-1.3pp | 78.62%-67.9pp | 22.81%-12.1pp |
| Employer contribution / active EE | $0 | $19,973-100.0% | $31,646-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $2,176-100.0% | $101-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $226,166-100.0% | $75,389-100.0% | $85,222-100.0% |