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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Filed as: AON CONSULTING INC Service code 50 · EIN 22-2232264 | Direct Payment | $146,827 |
AON CONSULTING2 years Filed as: AON INVESTMENT USA INC.(AIUSA) Service code 17 · EIN 36-3109431 | Pension Consulting | $86,721 |
US BANK2 years Filed as: U.S.BANCORP ASSETS MANAGEMENT, INC. Service code 52 · EIN 41-2003732 | Indirect Investment Fees | $9,389 |
US BANK2 years Filed as: U.S. BANCORP ASSET MANAGEMENT, INC. Service code 52 | Indirect Investment Fees | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 5.6%-5.6pp |
| Annual return | -22.29% | -15.55%-6.7pp | -5.12%-17.2pp | 39.77%-62.1pp |
| Employer contribution / active EE | $0 | $14,317-100.0% | $31,020-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |