Filed February 3, 2021
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $261,200 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $182,046 |
ALIGHT SOLUTIONS LLC5 years Service code 14 · EIN 82-1061233 | Plan Administrator | $129,818 |
MCDERMOTT WILL & EMERY LLP4 years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $102,961 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $33,800 |
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $8,333 |
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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 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 8.61% | 8.82%-0.2pp | 7.69%+0.9pp | 9.89%-1.3pp |
| Employer contribution / active EE | $0 | $12,837-100.0% | $28,501-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |