Filed December 7, 2022
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $88,191 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $13,650 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $396,305-100.0% | $396,305-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 19.0%-19.0pp | 14.0%-14.0pp | 27.7%-27.7pp |
| Annual return | -100.00% | 117.92%-217.9pp | 96.17%-196.2pp | 15.59%-115.6pp |
| Employer contribution / active EE | $0 | $30,755-100.0% | $25,602-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $325-100.0% | $292-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $3,725-100.0% | $3,725-100.0% | $21,009-100.0% |