Filed September 28, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON INVESTMENT USA, INC. Service code 28 · EIN 98-1090818 | Investment Management | $174,126 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $110,762 |
THE BANK OF NEW YORK MELLON4 years Service code 21 · EIN 13-5160382 | Bank Trustee | $101,553 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $75,075 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $28,350 |
STATE STREET GLOBAL ADVISORS4 years Service code 19 · EIN 81-4017137 | Securities Custodian | $7,268 |
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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 | $9,556,684-100.0% | $2,703,652-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 7.7%-7.7pp | 2.4%-2.4pp |
| Annual return | 8.59% | 22.81%-14.2pp | 7.26%+1.3pp | 22.81%-14.2pp |
| Employer contribution / active EE | $0 | $18,290-100.0% | $34,949-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $603-100.0% | $86-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | - | $85,222-100.0% |