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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $224,233 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 28 · EIN 36-4001764 | Investment Management | $70,000 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $53,560 |
Filed as: FIFTH THIRD BANCORP Service code 21 · EIN 31-0854434 | Bank Trustee | $33,352 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $32,700 |
MORGAN LEWIS6 years Service code 29 · EIN 23-0891050 | Legal | $14,480 |
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Employer contribution per participant 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 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 7.18% | 8.91%-1.7pp | 7.32%-0.1pp | 11.84%-4.7pp |
| Employer contribution / active EE | $0 | $8,713-100.0% | $23,426-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |