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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT SERVICES Service code 16 · EIN 22-2232264 | Consulting | $248,635 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $26,060 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE AND CO. Service code 17 270 PARK AVE. · NEW YORK, NY 10017 | Pension Consulting | $25,395 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 10 · EIN 94-2948313 | Accounting | $16,006 |
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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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -16.51% | 1.88%-18.4pp | -5.12%-11.4pp | 2.78%-19.3pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |