Filed December 7, 2022
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $506,144 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $149,831 |
BLACKROCK4 years Service code 28 · EIN 94-3112180 | Investment Management | $131,768 |
FID INV INST OPS CO2 years Filed as: FID INV INST OPS Service code 14 · EIN 04-2647786 | Plan Administrator | $128,085 |
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $125,850 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $71,405 |
BUCK GLOBAL, LLC3 years Service code 11 · EIN 83-1116912 | Actuarial | $48,151 |
GRANT THORNTON LLP9+ years Service code 10 · EIN 36-6055558 | Accounting | $43,150 |
ERISA BENEFITS LAW2 years Filed as: ERISA BENEFITS LAW, PL Service code 29 · EIN 81-1902721 | Legal | $29,250 |
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 | $265,195-100.0% | $422,209-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 49.8%-49.8pp | 23.3%-23.3pp | 55.8%-55.8pp |
| Annual return | -43.42% | 13.43%-56.8pp | 12.68%-56.1pp | 24.44%-67.9pp |
| Employer contribution / active EE | $0 | $48,174-100.0% | $41,626-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,528-100.0% | $10,609-100.0% | $22,013-100.0% |