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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $882,414 |
Filed as: SCHWARTZ & CO. Service code 17 · EIN 38-2117812 | Pension Consulting | $100,960 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $93,883 |
PLANTE & MORAN, PLLC6 years Service code 10 · EIN 33-1498605 | Accounting | $25,600 |
DYKEMA GOSSETT PLLC1 year Service code 29 · EIN 38-1446628 | Legal | $17,375 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 18.62% | 9.45%+9.2pp | 5.04%+13.6pp | 7.65%+11.0pp |
| Employer contribution / active EE | $17,351 | $14,895+16.5% | $26,454-34.4% | $20,582-15.7% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |