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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING10+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $347,474 |
IR&M2 years Service code 28 · EIN 04-2955404 | Investment Management | $127,366 |
SLC MANAGEMENT1 year Filed as: SLC Service code 28 · EIN 68-0635051 | Investment Management | $103,269 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $58,641 |
CROWE LLP8 years Service code 10 · EIN 35-0921680 | Accounting | $58,630 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $52,500 |
Filed as: FIFTH THIRD BANCORP Service code 21 · EIN 31-0854434 | Bank Trustee | $46,867 |
MORGAN LEWIS9 years Service code 29 · EIN 23-0891050 | Legal | $15,363 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $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 | -1.10% | 9.45%-10.6pp | 5.04%-6.1pp | 7.65%-8.8pp |
| Employer contribution / active EE | $0 | $14,895-100.0% | $26,454-100.0% | $20,582-100.0% |
| 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% |